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Berkshire Hathaway shares owned by Avantra Family Wealth

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Avantra Family Wealth from 13F filings

Historical chart of Avantra Family Wealth investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Avantra Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 2.5k 502.74
2025-06-30 $1.2M 2.6k 485.77
2025-03-31 $1.3M 2.5k 532.58
2024-12-31 $1.2M 2.6k 453.28