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 csv Download as ExcelQuarterly reported holdings in Berkshire Hathaway by Icon Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |