Berkshire Hathaway shares owned by Advus Financial Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Advus Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $528k | 1.1k | 500.39 |
| 2026-03-31 | $478k | 998 | 479.20 |
| 2025-12-31 | $1.4M | 2.7k | 502.65 |
| 2025-09-30 | $1.6M | 3.1k | 502.74 |
| 2025-06-30 | $485k | 999 | 485.77 |
| 2025-03-31 | $532k | 999 | 532.58 |
| 2024-12-31 | $1.4M | 3.1k | 453.28 |
| 2024-09-30 | $393k | 853 | 460.26 |
| 2024-06-30 | $347k | 853 | 406.80 |
| 2024-03-31 | $359k | 853 | 420.52 |
| 2023-12-31 | $304k | 853 | 356.66 |
| 2023-09-30 | $1.1M | 3.1k | 350.30 |
| 2023-06-30 | $1.0M | 3.0k | 341.00 |
| 2023-03-31 | $263k | 852 | 308.77 |
| 2022-12-31 | $263k | 852 | 308.90 |
| 2022-09-30 | $781k | 2.9k | 267.02 |
| 2022-06-30 | $233k | 852 | 273.02 |
| 2022-03-31 | $301k | 852 | 352.91 |
| 2021-12-31 | $326k | 1.1k | 299.00 |
| 2021-09-30 | $717k | 2.4k | 299.00 |