Berkshire Hathaway shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.1M | 4 | 762569.75 |
| 2025-09-30 | $744k | 1 | 744040.00 |
| 2025-06-30 | $729k | 1 | 728800.00 |
| 2025-03-31 | $798k | 1 | 798442.00 |
| 2020-03-31 | $272k | 1 | 272000.00 |