Evergreen Advisors »

Berkshire Hathaway shares owned by Evergreen Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Evergreen Advisors from 13F filings

Historical chart of Evergreen Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Evergreen Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Evergreen Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $190k 396 479.20

More positions owned by Evergreen Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Evergreen Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Susquehanna International
Vanguard Fiduciary Trust
Royal Bank of Canada

View all funds holding Berkshire Hathaway