Berkshire Hathaway shares owned by West Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $754k | 1 | 754200.00 |
| 2025-06-30 | $729k | 1 | 728800.00 |
| 2025-03-31 | $798k | 1 | 798442.00 |
| 2022-06-30 | $409k | 1 | 409000.00 |
| 2022-03-31 | $529k | 1 | 529000.00 |
| 2021-12-31 | $451k | 1 | 451000.00 |
| 2021-09-30 | $411k | 1 | 411000.00 |
| 2021-06-30 | $419k | 1 | 419000.00 |
| 2021-03-31 | $386k | 1 | 386000.00 |
| 2020-12-31 | $348k | 1 | 348000.00 |