Berkshire Hathaway shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 12 | 754200.00 |
| 2025-06-30 | $8.0M | 11 | 728800.00 |
| 2025-03-31 | $8.8M | 11 | 798441.64 |
| 2024-12-31 | $8.2M | 12 | 680920.00 |
| 2024-09-30 | $9.0M | 13 | 691180.00 |
| 2024-06-30 | $7.3M | 12 | 612241.00 |
| 2024-03-31 | $7.0M | 11 | 634440.00 |
| 2023-09-30 | $5.8M | 11 | 531477.00 |
| 2023-06-30 | $6.7M | 13 | 517810.00 |
| 2023-03-31 | $5.1M | 11 | 465600.00 |
| 2022-12-31 | $5.2M | 11 | 468711.00 |
| 2022-09-30 | $6.9M | 17 | 406000.00 |
| 2022-06-30 | $7.0M | 17 | 408937.50 |
| 2022-03-31 | $6.9M | 13 | 528916.67 |
| 2021-12-31 | $5.9M | 13 | 450666.67 |
| 2021-09-30 | $4.5M | 11 | 411000.00 |
| 2021-06-30 | $5.0M | 12 | 419000.00 |
| 2021-03-31 | $4.6M | 12 | 386000.00 |
| 2020-12-31 | $4.9M | 14 | 348000.00 |
| 2020-09-30 | $4.2M | 13 | 320000.00 |
| 2020-06-30 | $3.5M | 13 | 267000.00 |
| 2020-03-31 | $3.5M | 13 | 272000.00 |
| 2019-12-31 | $4.8M | 14 | 340000.00 |
| 2019-09-30 | $4.7M | 15 | 312000.00 |
| 2019-06-30 | $4.1M | 13 | 318000.00 |
| 2019-03-31 | $3.9M | 13 | 301000.00 |
| 2018-12-31 | $3.7M | 12 | 306000.00 |
| 2018-09-30 | $3.8M | 12 | 320000.00 |
| 2018-06-30 | $3.4M | 12 | 282000.00 |
| 2018-03-31 | $3.6M | 12 | 299000.00 |
| 2017-12-31 | $3.6M | 12 | 298000.00 |
| 2017-09-30 | $3.3M | 12 | 275000.00 |
| 2017-06-30 | $3.1M | 12 | 255000.00 |
| 2017-03-31 | $3.0M | 12 | 250000.00 |
| 2016-12-31 | $2.9M | 12 | 244000.00 |
| 2016-09-30 | $2.6M | 12 | 216000.00 |
| 2016-06-30 | $2.8M | 13 | 217000.00 |
| 2016-03-31 | $2.8M | 13 | 213500.00 |
| 2015-12-31 | $2.6M | 13 | 198000.00 |
| 2015-09-30 | $3.7M | 19 | 195117.65 |
| 2015-06-30 | $3.9M | 19 | 205000.00 |
| 2015-03-31 | $4.4M | 20 | 217611.11 |
| 2014-12-31 | $4.5M | 20 | 226000.00 |
| 2014-09-30 | $3.9M | 19 | 207000.00 |
| 2014-06-30 | $3.6M | 19 | 189933.33 |
| 2014-03-31 | $3.6M | 19 | 187200.00 |
| 2013-12-31 | $2.8M | 16 | 178000.00 |
| 2013-09-30 | $2.7M | 16 | 170000.00 |
| 2013-06-30 | $2.9M | 17 | 169000.00 |
| 2013-03-31 | $2.3M | 15 | 156500.00 |
| 2012-09-30 | $2.0M | 15 | 132500.00 |
| 2012-03-31 | $2.9M | 24 | 122000.00 |
| 2011-12-31 | $1.6M | 14 | 115000.00 |
| 2011-09-30 | $1.5M | 14 | 107000.00 |
| 2011-06-30 | $1.5M | 13 | 116000.00 |
| 2011-03-31 | $1.6M | 13 | 125500.00 |
| 2010-12-31 | $1.6M | 13 | 120500.00 |
More positions owned by Evercore Wealth Management
Home Depot (HD)
View all positions for Evercore Wealth Management