Berkshire Hathaway shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 6 | 754200.00 |
| 2025-06-30 | $4.4M | 6 | 728800.00 |
| 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 | $4.4M | 7 | 634440.00 |
| 2023-12-31 | $3.8M | 7 | 542625.00 |
| 2023-09-30 | $3.7M | 7 | 531477.00 |
| 2023-06-30 | $3.6M | 7 | 517810.00 |
| 2023-03-31 | $3.3M | 7 | 465600.00 |
| 2022-12-31 | $3.3M | 7 | 468711.00 |
| 2022-09-30 | $2.8M | 7 | 406428.57 |
| 2022-06-30 | $2.9M | 7 | 409000.00 |
| 2022-03-31 | $3.7M | 7 | 528857.14 |
| 2021-12-31 | $3.2M | 7 | 450714.29 |
| 2021-09-30 | $3.3M | 8 | 411375.00 |
| 2021-06-30 | $3.8M | 9 | 418555.56 |
| 2021-03-31 | $3.5M | 9 | 385666.67 |
| 2020-12-31 | $3.1M | 9 | 347777.78 |
| 2020-09-30 | $2.9M | 9 | 320000.00 |
| 2020-06-30 | $2.4M | 9 | 267333.33 |
| 2020-03-31 | $2.4M | 9 | 272000.00 |
| 2019-12-31 | $3.1M | 9 | 339555.56 |
| 2019-09-30 | $2.8M | 9 | 311777.78 |
| 2019-06-30 | $637k | 2 | 318500.00 |
| 2019-03-31 | $602k | 2 | 301000.00 |