Berkshire Hathaway shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.3M | 3 | 754800.00 |
| 2025-09-30 | $3.8M | 5 | 754200.00 |
| 2025-06-30 | $4.4M | 6 | 728800.00 |
| 2025-03-31 | $4.8M | 6 | 798441.67 |
| 2024-12-31 | $5.4M | 8 | 680920.00 |
| 2024-09-30 | $5.5M | 8 | 691180.00 |
| 2024-06-30 | $4.9M | 8 | 612241.00 |
| 2024-03-31 | $5.1M | 8 | 634440.00 |
| 2023-12-31 | $4.9M | 9 | 542625.00 |
| 2023-09-30 | $4.8M | 9 | 531477.00 |
| 2023-06-30 | $4.7M | 9 | 517810.00 |
| 2023-03-31 | $3.7M | 8 | 465600.00 |
| 2022-12-31 | $3.7M | 8 | 468711.00 |
| 2022-09-30 | $3.3M | 8 | 406500.00 |
| 2022-06-30 | $3.3M | 8 | 409000.00 |
| 2022-03-31 | $4.8M | 9 | 528888.89 |
| 2021-12-31 | $4.1M | 9 | 450666.67 |
| 2021-09-30 | $3.7M | 9 | 411333.33 |
| 2021-06-30 | $3.8M | 9 | 418555.56 |
| 2021-03-31 | $3.1M | 8 | 385750.00 |
| 2020-12-31 | $2.8M | 8 | 347875.00 |