Aletheian Wealth Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Aletheian Wealth Advisors

Quarter filed Position value Share count Share price at filing
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