Berkshire Hathaway shares owned by Beacon Harbor Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Beacon Harbor Wealth Advisors
from 13F filings
Historical chart of Beacon Harbor Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Beacon Harbor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $563k | 1.1k | 502.52 |
| 2025-06-30 | $541k | 1.1k | 485.55 |
| 2025-03-31 | $594k | 1.1k | 532.34 |
| 2024-12-31 | $505k | 1.1k | 453.28 |
| 2024-09-30 | $513k | 1.1k | 460.09 |
| 2024-06-30 | $454k | 1.1k | 407.17 |
| 2024-03-31 | $472k | 1.1k | 419.93 |
| 2023-12-31 | $401k | 1.1k | 356.76 |
| 2023-09-30 | $394k | 1.1k | 350.53 |
| 2023-06-30 | $383k | 1.1k | 340.75 |
| 2023-03-31 | $347k | 1.1k | 308.72 |
| 2022-12-31 | $350k | 1.1k | 308.64 |
| 2022-06-30 | $363k | 1.3k | 273.14 |
| 2022-03-31 | $469k | 1.3k | 352.90 |
| 2021-12-31 | $403k | 1.3k | 298.74 |
| 2021-09-30 | $641k | 2.4k | 272.77 |
| 2021-06-30 | $864k | 3.1k | 277.99 |
| 2021-03-31 | $750k | 2.9k | 255.36 |
| 2020-12-31 | $671k | 2.9k | 232.02 |
More positions owned by Beacon Harbor Wealth Advisors
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