Berkshire Hathaway shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $270k | 587 | 460.26 |
| 2024-06-30 | $349k | 857 | 406.80 |
| 2024-03-31 | $1.4M | 3.4k | 420.52 |
| 2023-12-31 | $225k | 632 | 356.66 |
| 2023-03-31 | $579k | 1.9k | 308.77 |
| 2022-12-31 | $414k | 1.3k | 308.90 |