Berkshire Hathaway shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 3 | 754200.00 |
| 2025-06-30 | $2.2M | 3 | 728800.00 |
| 2025-03-31 | $2.4M | 3 | 798441.67 |
| 2024-12-31 | $2.0M | 3 | 680920.00 |
| 2024-09-30 | $2.1M | 3 | 691180.00 |
| 2024-06-30 | $1.8M | 3 | 612241.00 |
| 2024-03-31 | $1.9M | 3 | 634440.00 |
| 2023-12-31 | $1.6M | 3 | 542625.00 |
| 2023-09-30 | $1.6M | 3 | 531477.00 |
| 2023-06-30 | $1.6M | 3 | 517810.00 |
| 2023-03-31 | $1.4M | 3 | 465600.00 |
| 2022-12-31 | $1.4M | 3 | 468711.00 |