Berkshire Hathaway shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 8 | 754200.00 |
| 2025-06-30 | $5.8M | 8 | 728800.00 |
| 2025-03-31 | $6.4M | 8 | 798441.63 |
| 2023-06-30 | $3.1M | 6 | 517810.00 |
| 2023-03-31 | $2.8M | 6 | 465600.00 |
| 2022-12-31 | $2.8M | 6 | 468711.00 |
| 2022-09-30 | $2.4M | 6 | 406500.00 |