Berkshire Hathaway shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 19 | 754200.00 |
| 2025-06-30 | $14M | 19 | 728800.00 |
| 2025-03-31 | $15M | 19 | 798441.63 |
| 2015-09-30 | $3.7M | 19 | 195263.16 |
| 2015-03-31 | $4.1M | 1.9k | 2175.26 |
| 2014-12-31 | $429M | 1.9k | 226000.00 |
| 2014-09-30 | $393M | 1.9k | 206900.00 |
| 2014-06-30 | $361M | 1.9k | 189900.53 |
| 2014-03-31 | $3.6M | 19 | 187350.05 |
| 2013-12-31 | $3.6M | 20 | 177900.00 |
| 2013-09-30 | $3.4M | 20 | 170400.00 |
| 2013-06-30 | $3.4M | 20 | 168600.00 |
| 2013-03-31 | $3.1M | 20 | 156300.00 |