Berkshire Hathaway shares owned by Apella Capital
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Apella Capital consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 10 | 733080.00 |
| 2025-06-30 | $7.2M | 10 | 716415.00 |
| 2025-03-31 | $2.3M | 3 | 778421.00 |
| 2023-06-30 | $1.0M | 2 | 517810.00 |
| 2022-03-31 | $529k | 1 | 529000.00 |
| 2021-12-31 | $451k | 1 | 451000.00 |
| 2021-09-30 | $411k | 1 | 411000.00 |
| 2021-06-30 | $419k | 1 | 419000.00 |