Berkshire Hathaway shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $291k | 579 | 502.74 |
| 2025-06-30 | $276k | 569 | 485.77 |
| 2025-03-31 | $303k | 569 | 532.58 |
| 2024-12-31 | $258k | 569 | 453.28 |
| 2024-09-30 | $262k | 569 | 460.26 |
| 2024-06-30 | $227k | 558 | 406.80 |
| 2023-06-30 | $216k | 632 | 341.00 |
| 2022-03-31 | $207k | 587 | 352.64 |