Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Berkshire Hathaway shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 6.7k 420.52
2023-09-30 $2.4M 6.8k 350.34
2023-06-30 $2.3M 6.9k 341.04
2023-03-31 $2.0M 6.6k 308.81
2022-12-31 $2.0M 6.5k 308.93
2022-09-30 $1.7M 6.5k 267.02
2022-06-30 $1.8M 6.7k 273.01
2022-03-31 $2.1M 5.9k 352.94
2021-12-31 $1.7M 5.8k 298.96
2021-09-30 $1.1M 4.0k 272.80
2021-06-30 $1.1M 4.0k 278.06
2021-03-31 $1.3M 5.2k 255.38
2020-12-31 $1.1M 4.6k 231.79
2020-09-30 $1.0M 4.9k 212.88
2020-06-30 $335k 1.9k 178.48
2020-03-31 $353k 1.9k 182.81
2019-12-31 $436k 13k 33.47
2019-09-30 $384k 1.8k 207.68
2019-06-30 $224k 1.1k 213.33
2019-03-31 $326k 1.6k 201.11
2018-12-31 $331k 1.6k 204.19
2018-09-30 $355k 1.7k 213.98
2018-06-30 $310k 1.7k 186.86
2018-03-31 $329k 1.6k 199.51
2017-12-31 $352k 1.8k 198.42
2017-09-30 $316k 1.7k 183.29
2017-06-30 $292k 1.7k 169.37
2017-03-31 $307k 1.8k 166.94
2016-12-31 $291k 1.8k 163.21
2016-09-30 $258k 1.8k 144.70
2016-06-30 $236k 1.6k 144.61
2016-03-31 $227k 1.6k 141.96
2015-12-31 $215k 1.6k 131.98
2015-09-30 $229k 1.8k 130.56

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway