Berkshire Hathaway shares owned by Fortis Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Fortis Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 856 | 502.74 |
| 2025-06-30 | $416k | 856 | 485.77 |
| 2025-03-31 | $456k | 856 | 532.58 |
| 2024-12-31 | $383k | 844 | 453.28 |
| 2024-09-30 | $389k | 846 | 460.26 |
| 2024-06-30 | $343k | 844 | 406.80 |
| 2024-03-31 | $355k | 844 | 420.52 |
| 2023-12-31 | $300k | 842 | 356.66 |
| 2023-09-30 | $242k | 692 | 350.30 |
| 2023-06-30 | $236k | 692 | 341.00 |
| 2023-03-31 | $226k | 733 | 308.77 |
| 2022-12-31 | $349k | 1.1k | 308.90 |
| 2022-09-30 | $302k | 1.1k | 267.02 |
| 2022-06-30 | $322k | 1.2k | 273.34 |
| 2022-03-31 | $406k | 1.2k | 352.74 |
| 2021-12-31 | $344k | 1.2k | 298.87 |
| 2021-09-30 | $274k | 76k | 3.62 |
| 2021-06-30 | $187k | 674 | 277.45 |
| 2021-03-31 | $172k | 674 | 255.19 |
| 2020-12-31 | $156k | 674 | 231.45 |
| 2020-09-30 | $128k | 600 | 213.33 |
| 2020-06-30 | $109k | 610 | 178.69 |
| 2020-03-31 | $112k | 610 | 183.61 |
| 2019-12-31 | $93k | 410 | 226.83 |
| 2019-09-30 | $85k | 410 | 207.32 |
| 2019-06-30 | $87k | 410 | 212.20 |
| 2019-03-31 | $82k | 410 | 200.00 |
| 2018-12-31 | $2.0k | 10 | 200.00 |
| 2018-09-30 | $2.0k | 10 | 200.00 |
| 2018-06-30 | $2.0k | 10 | 200.00 |
| 2018-03-31 | $2.0k | 10 | 200.00 |
| 2017-12-31 | $2.0k | 10 | 200.00 |