Berkshire Hathaway shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 7.2k | 502.74 |
| 2025-06-30 | $4.1M | 8.4k | 485.77 |
| 2025-03-31 | $4.3M | 8.0k | 532.58 |
| 2024-12-31 | $4.5M | 10k | 453.28 |
| 2024-06-30 | $3.9M | 9.6k | 406.80 |
| 2024-03-31 | $3.9M | 9.3k | 420.52 |
| 2023-12-31 | $3.3M | 9.1k | 356.66 |
| 2023-09-30 | $3.1M | 8.9k | 350.30 |
| 2023-06-30 | $3.0M | 8.9k | 341.00 |
| 2023-03-31 | $2.8M | 9.1k | 308.77 |
| 2022-12-31 | $2.9M | 9.4k | 308.90 |
| 2022-09-30 | $2.5M | 9.3k | 267.00 |
| 2022-06-30 | $2.6M | 9.5k | 273.06 |
| 2022-03-31 | $4.0M | 11k | 352.89 |
| 2021-12-31 | $3.4M | 11k | 299.04 |
| 2021-09-30 | $3.0M | 11k | 272.97 |
| 2021-06-30 | $3.5M | 12k | 277.88 |
| 2021-03-31 | $3.1M | 12k | 255.49 |
| 2020-12-31 | $2.9M | 13k | 231.87 |
| 2020-09-30 | $2.8M | 13k | 212.95 |
| 2020-06-30 | $2.1M | 12k | 178.50 |
| 2020-03-31 | $2.1M | 11k | 182.86 |
| 2019-12-31 | $2.7M | 12k | 226.47 |
| 2019-09-30 | $1.2M | 5.7k | 208.00 |
| 2019-06-30 | $1.1M | 5.2k | 213.22 |
| 2019-03-31 | $1.0M | 5.2k | 200.92 |
| 2018-12-31 | $1.3M | 6.3k | 204.17 |
| 2018-09-30 | $1.4M | 6.4k | 214.05 |
| 2018-06-30 | $1.2M | 6.4k | 186.65 |
| 2018-03-31 | $1.5M | 7.6k | 199.42 |
| 2017-12-31 | $1.3M | 6.7k | 198.21 |
| 2017-09-30 | $2.0M | 11k | 183.36 |
| 2017-06-30 | $418k | 2.5k | 169.30 |
| 2017-03-31 | $402k | 2.4k | 166.87 |
| 2016-12-31 | $381k | 2.3k | 163.10 |
| 2016-06-30 | $218k | 1.5k | 144.95 |
| 2016-03-31 | $213k | 1.5k | 141.62 |
More positions owned by Beacon Investment Advisory Services
View all positions for Beacon Investment Advisory Services