Financial Advocates Investment Management »

Berkshire Hathaway shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Financial Advocates Investment Management 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $357k 711 502.74
2025-06-30 $3.3M 6.8k 485.77
2025-03-31 $7.2M 14k 532.58
2024-12-31 $9.6M 21k 453.28
2024-09-30 $9.7M 21k 460.26
2024-06-30 $8.9M 22k 406.80
2024-03-31 $9.5M 23k 420.52
2023-12-31 $7.5M 21k 356.66
2023-09-30 $7.8M 22k 350.30
2023-06-30 $7.2M 21k 341.00
2023-03-31 $6.7M 22k 308.77
2022-12-31 $7.9M 26k 308.90
2022-09-30 $7.9M 34k 229.29
2022-06-30 $7.8M 29k 273.04
2022-03-31 $13M 37k 352.89
2021-12-31 $7.2M 24k 299.00
2021-09-30 $6.6M 24k 272.93
2021-06-30 $5.6M 27k 210.10
2021-03-31 $6.5M 25k 255.47
2020-12-31 $5.9M 25k 231.89
2020-09-30 $5.0M 24k 212.95
2020-06-30 $4.3M 24k 178.52
2020-03-31 $3.3M 18k 182.82
2019-12-31 $3.0M 13k 226.53
2019-09-30 $3.1M 15k 208.02
2019-06-30 $3.2M 15k 213.18
2019-03-31 $2.9M 15k 200.86
2018-12-31 $923k 15k 61.15
2018-09-30 $3.9M 21k 181.90
2018-06-30 $3.8M 20k 187.70
2018-03-31 $4.0M 20k 199.48
2017-12-31 $4.3M 22k 198.19

More positions owned by Financial Advocates Investment Management

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core 80/20 Aggre (AOA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Financial Advocates Investment Management

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway