Berkshire Hathaway shares owned by Davies Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Davies Financial Advisors
from 13F filings
Historical chart of Davies Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Davies Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $357k | 710 | 502.74 |
| 2025-06-30 | $550k | 1.1k | 485.77 |
| 2025-03-31 | $603k | 1.1k | 532.58 |
| 2024-12-31 | $581k | 1.3k | 453.28 |
| 2024-09-30 | $464k | 1.0k | 460.26 |
| 2024-06-30 | $419k | 1.0k | 406.80 |
| 2024-03-31 | $346k | 823 | 420.52 |