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Berkshire Hathaway shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.6M 16k 420.53
2023-12-31 $6.3M 18k 356.67
2023-09-30 $5.8M 17k 350.31
2023-06-30 $5.5M 16k 340.99
2023-03-31 $5.0M 16k 308.77
2022-12-31 $5.0M 16k 308.90
2022-09-30 $4.1M 15k 267.01
2022-06-30 $3.9M 14k 273.00
2022-03-31 $4.4M 13k 326.80
2021-12-31 $4.1M 14k 299.00
2021-09-30 $3.6M 13k 272.86
2021-06-30 $3.7M 13k 277.88
2021-03-31 $3.5M 14k 255.49
2020-12-31 $930k 4.0k 231.80
2020-09-30 $847k 4.0k 212.92
2020-06-30 $733k 4.1k 178.48
2020-03-31 $750k 4.1k 182.62
2019-12-31 $1.2M 5.4k 226.49
2019-09-30 $1.1M 5.4k 207.99
2019-06-30 $1.2M 5.5k 213.09
2019-03-31 $1.1M 5.3k 200.72
2018-12-31 $887k 4.3k 204.05
2018-09-30 $878k 4.1k 214.11
2018-06-30 $759k 4.1k 186.53
2018-03-31 $720k 3.6k 199.28
2017-12-31 $592k 3.0k 198.13
2017-09-30 $355k 1.9k 182.90
2017-06-30 $325k 1.9k 169.18
2017-03-31 $286k 1.7k 166.09
2016-12-31 $309k 1.9k 163.49
2016-09-30 $246k 1.7k 142.86
2016-06-30 $281k 1.9k 144.62
2016-03-31 $253k 1.8k 141.74
2015-12-31 $414k 1.6k 253.06

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth Advisors

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