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
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Quarterly reported holdings in Berkshire Hathaway by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $298k | 598 | 498.20 |
| 2025-06-30 | $240k | 493 | 485.77 |
| 2025-03-31 | $317k | 595 | 532.58 |
| 2024-12-31 | $265k | 585 | 453.28 |
| 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 |