Berkshire Hathaway shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $5.1M | 7 | 728800.00 |
| 2025-03-31 | $5.6M | 7 | 798441.57 |
| 2024-12-31 | $4.8M | 7 | 680920.00 |
| 2024-09-30 | $4.8M | 7 | 691180.00 |
| 2024-06-30 | $4.3M | 7 | 612241.00 |
| 2024-03-31 | $5.1M | 8 | 634440.00 |
| 2023-12-31 | $4.9M | 9 | 542625.00 |
| 2023-09-30 | $4.8M | 9 | 531477.00 |
| 2023-06-30 | $5.7M | 11 | 517810.00 |
| 2023-03-31 | $5.1M | 11 | 465600.00 |
| 2022-12-31 | $5.6M | 12 | 468711.00 |
| 2022-09-30 | $4.5M | 11 | 406454.55 |
| 2022-06-30 | $4.5M | 11 | 408909.09 |
| 2022-03-31 | $5.3M | 10 | 529000.00 |
| 2021-12-31 | $4.5M | 10 | 450700.00 |
| 2021-09-30 | $4.1M | 10 | 411400.00 |
| 2021-06-30 | $4.2M | 10 | 418600.00 |
| 2021-03-31 | $3.9M | 10 | 385700.00 |
| 2020-12-31 | $3.5M | 10 | 347900.00 |
| 2020-09-30 | $6.7M | 21 | 320000.00 |
| 2020-06-30 | $2.7M | 10 | 267400.00 |
| 2020-03-31 | $2.2M | 8 | 272000.00 |
| 2019-12-31 | $2.4M | 7 | 339714.29 |
| 2019-09-30 | $1.9M | 6 | 311833.33 |
| 2019-06-30 | $1.9M | 6 | 318333.33 |
| 2019-03-31 | $1.8M | 6 | 301166.67 |
| 2018-12-31 | $1.8M | 6 | 306000.00 |
More positions owned by H D Vest Advisory Services
View all positions for H D Vest Advisory Services