Berkshire Hathaway shares owned by Cascade Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Cascade Wealth Advisors
from 13F filings
Historical chart of Cascade Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Cascade Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $460k | 926 | 496.98 |
| 2025-06-30 | $443k | 951 | 465.40 |
| 2025-03-31 | $486k | 920 | 528.17 |
| 2024-12-31 | $227k | 500 | 453.28 |
| 2024-09-30 | $230k | 500 | 460.26 |
| 2024-06-30 | $217k | 500 | 433.29 |
| 2024-03-31 | $202k | 500 | 403.26 |