Berkshire Hathaway shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Aletheian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $726k | 1.6k | 460.26 |
| 2024-06-30 | $1.4M | 3.5k | 406.80 |
| 2024-03-31 | $1.5M | 3.6k | 420.52 |
| 2023-12-31 | $1.4M | 3.8k | 356.66 |
| 2023-09-30 | $1.4M | 3.9k | 350.30 |
| 2023-06-30 | $1.5M | 4.4k | 341.00 |
| 2023-03-31 | $351k | 1.1k | 308.77 |
| 2022-12-31 | $1.3M | 4.1k | 308.90 |
| 2022-09-30 | $232k | 868 | 267.28 |
| 2022-06-30 | $288k | 1.1k | 272.73 |
| 2022-03-31 | $353k | 1.0k | 353.00 |
| 2021-12-31 | $259k | 865 | 299.42 |