Berkshire Hathaway shares owned by Allium Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Allium Financial Advisors
from 13F filings
Historical chart of Allium Financial Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Allium Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Allium Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.1k | 502.74 |
| 2025-06-30 | $964k | 2.0k | 485.77 |
| 2025-03-31 | $1.1M | 2.0k | 532.58 |