Berkshire Hathaway shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 27k | 502.71 |
| 2025-06-30 | $13M | 26k | 485.77 |
| 2025-03-31 | $12M | 22k | 532.58 |
| 2024-12-31 | $9.5M | 21k | 453.28 |
| 2024-09-30 | $5.9M | 13k | 460.26 |
| 2024-06-30 | $5.3M | 13k | 406.80 |
| 2024-03-31 | $5.8M | 14k | 420.52 |
| 2023-12-31 | $3.8M | 11k | 356.66 |
| 2023-09-30 | $3.7M | 11k | 350.30 |
| 2023-06-30 | $3.3M | 9.5k | 341.00 |
| 2023-03-31 | $2.7M | 8.8k | 308.77 |
| 2022-12-31 | $2.6M | 8.3k | 308.90 |
| 2022-09-30 | $2.2M | 8.4k | 267.06 |
| 2022-06-30 | $2.3M | 8.4k | 273.05 |
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