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Berkshire Hathaway shares owned by Woodward Financial Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Woodward Financial Advisors from 13F filings

Historical chart of Woodward Financial Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Woodward Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Woodward Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $713k 1 712700.00
2025-12-31 $1.5M 2 754800.00
2025-09-30 $1.5M 2 754200.00
2025-06-30 $1.5M 2 728800.00
2025-03-31 $2.4M 3 798441.67
2024-12-31 $2.0M 300 6809.20
2024-09-30 $2.1M 300 6911.80
2024-06-30 $1.8M 300 6104.60
2024-03-31 $2.4M 400 6109.00
2023-12-31 $2.3M 400 5630.73
2023-09-30 $2.3M 400 5630.73