Berkshire Hathaway shares owned by Guardian Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Guardian Wealth Advisors
from 13F filings
Historical chart of Guardian Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Guardian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 560 | 502.74 |
| 2025-06-30 | $298k | 613 | 485.77 |
| 2025-03-31 | $330k | 619 | 532.58 |
| 2024-12-31 | $281k | 619 | 453.28 |
| 2024-09-30 | $290k | 629 | 460.26 |
| 2024-06-30 | $256k | 629 | 406.80 |
| 2024-03-31 | $265k | 629 | 420.52 |
| 2023-12-31 | $232k | 649 | 356.66 |
| 2023-09-30 | $229k | 654 | 350.30 |
| 2023-06-30 | $230k | 674 | 341.00 |
| 2023-03-31 | $287k | 928 | 308.77 |
| 2022-12-31 | $208k | 674 | 308.90 |
| 2022-09-30 | $4.7M | 18k | 266.99 |
| 2022-03-31 | $231k | 654 | 353.21 |
| 2021-12-31 | $210k | 704 | 298.30 |
| 2021-06-30 | $210k | 756 | 277.78 |
| 2021-03-31 | $4.8M | 19k | 255.46 |