Berkshire Hathaway shares owned by Delta Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Delta Wealth Advisors
from 13F filings
Historical chart of Delta Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Delta Wealth 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 Delta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 511 | 502.74 |
| 2025-06-30 | $248k | 511 | 485.77 |
| 2025-03-31 | $272k | 511 | 532.58 |
| 2024-12-31 | $232k | 511 | 453.28 |
| 2024-09-30 | $216k | 470 | 460.26 |