Berkshire Hathaway shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $754k | 1 | 754200.00 |
| 2025-06-30 | $729k | 1 | 728800.00 |
| 2025-03-31 | $798k | 1 | 798442.00 |
| 2022-03-31 | $1.6M | 3 | 529000.00 |
| 2021-12-31 | $1.4M | 3 | 450666.67 |
| 2021-09-30 | $1.2M | 3 | 411333.33 |
| 2021-06-30 | $1.3M | 3 | 418666.67 |
| 2021-03-31 | $1.2M | 3 | 385666.67 |
| 2020-12-31 | $1.0M | 3 | 347666.67 |
| 2020-09-30 | $2.9M | 9 | 320000.00 |
| 2020-06-30 | $2.4M | 9 | 267333.33 |
| 2020-03-31 | $2.4M | 9 | 272000.00 |
| 2019-12-31 | $3.1M | 9 | 339555.56 |
| 2019-09-30 | $935k | 3 | 311666.67 |
| 2019-06-30 | $955k | 3 | 318333.33 |
| 2019-03-31 | $904k | 3 | 301333.33 |
| 2018-12-31 | $918k | 3 | 306000.00 |
| 2018-09-30 | $960k | 3 | 320000.00 |
| 2018-06-30 | $846k | 3 | 282000.00 |
| 2018-03-31 | $897k | 3 | 299000.00 |
| 2017-12-31 | $1.2M | 4 | 297500.00 |
| 2017-09-30 | $3.3M | 111 | 29702.70 |
| 2017-06-30 | $1.0M | 4 | 254750.00 |
| 2017-03-31 | $999k | 4 | 249750.00 |
| 2016-12-31 | $1.2M | 5 | 244200.00 |
| 2016-09-30 | $216k | 1 | 216000.00 |
| 2016-06-30 | $217k | 1 | 217000.00 |
| 2016-03-31 | $213k | 1 | 213000.00 |
More positions owned by Beacon Investment Advisory Services
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