Highland Financial Advisors »

Berkshire Hathaway shares owned by Highland Financial Advisors

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

Historical chart of Highland Financial Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Highland Financial 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 Highland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $502k 999 502.74
2025-06-30 $453k 933 485.77
2025-03-31 $585k 1.1k 532.58
2024-12-31 $715k 1.6k 453.11
2024-09-30 $261k 567 460.32
2024-06-30 $265k 651 407.07

More positions owned by Highland Financial Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Avantis Respon U (AVSU)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Highland Financial Advisors

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