Berkshire Hathaway shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 58k | 502.74 |
| 2025-06-30 | $29M | 59k | 485.77 |
| 2025-03-31 | $32M | 60k | 532.58 |
| 2024-12-31 | $26M | 58k | 453.28 |
| 2024-09-30 | $26M | 57k | 460.26 |
| 2024-06-30 | $24M | 58k | 406.80 |
| 2024-03-31 | $24M | 58k | 420.52 |
| 2023-12-31 | $21M | 58k | 356.66 |
| 2023-09-30 | $20M | 58k | 350.30 |
| 2023-06-30 | $20M | 58k | 341.00 |
| 2023-03-31 | $18M | 58k | 308.77 |
| 2022-12-31 | $18M | 59k | 308.90 |
More positions owned by Beaumont Financial Advisors
View all positions for Beaumont Financial Advisors