Berkshire Hathaway shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 5.2k | 502.77 |
| 2025-06-30 | $2.4M | 5.0k | 485.77 |
| 2025-03-31 | $2.7M | 5.0k | 532.58 |
| 2024-12-31 | $2.3M | 5.1k | 453.28 |
| 2024-09-30 | $1.7M | 3.6k | 460.26 |
| 2024-06-30 | $1.5M | 3.7k | 406.80 |
| 2024-03-31 | $1.5M | 3.5k | 420.52 |
| 2023-12-31 | $1.3M | 3.6k | 356.66 |
| 2023-09-30 | $1.2M | 3.3k | 350.30 |
| 2023-06-30 | $1.1M | 3.3k | 341.00 |
| 2023-03-31 | $1.0M | 3.4k | 308.77 |
| 2022-12-31 | $1.0M | 3.4k | 308.96 |
| 2022-09-30 | $887k | 3.3k | 267.17 |
| 2022-06-30 | $900k | 3.3k | 272.98 |
| 2022-03-31 | $1.2M | 3.3k | 352.80 |
| 2021-12-31 | $988k | 3.3k | 298.94 |
| 2021-09-30 | $902k | 3.3k | 272.92 |
| 2021-06-30 | $927k | 3.3k | 277.79 |
| 2021-03-31 | $851k | 3.3k | 255.56 |
| 2020-12-31 | $784k | 3.4k | 231.82 |
| 2020-09-30 | $864k | 4.1k | 212.97 |
| 2020-06-30 | $831k | 4.7k | 178.40 |
| 2020-03-31 | $1.5M | 8.4k | 183.00 |
| 2019-12-31 | $2.0M | 9.0k | 226.13 |
| 2019-09-30 | $2.0M | 9.1k | 219.82 |
| 2019-06-30 | $1.9M | 9.4k | 200.75 |
| 2019-03-31 | $2.0M | 9.4k | 209.76 |
| 2018-12-31 | $1.8M | 9.2k | 195.61 |
| 2018-09-30 | $1.9M | 9.1k | 205.04 |
| 2018-06-30 | $1.7M | 9.1k | 187.85 |
| 2018-03-31 | $1.8M | 9.2k | 196.75 |
| 2017-12-31 | $1.8M | 9.0k | 200.91 |