Berkshire Hathaway shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Icon Wealth Advisors
| 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 | $798k | 1 | 798442.00 |
| 2024-12-31 | $681k | 1 | 680920.00 |
| 2024-09-30 | $691k | 1 | 691180.00 |
| 2024-03-31 | $634k | 1 | 634440.00 |
| 2023-12-31 | $543k | 1 | 542625.00 |
| 2022-12-31 | $469k | 1 | 468711.00 |
| 2022-09-30 | $406k | 1 | 406000.00 |