Kapstone Financial Advisors »

Berkshire Hathaway shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Kapstone 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 4.7k 457.47
2024-06-30 $1.8M 4.5k 406.80
2024-03-31 $1.9M 4.4k 420.52
2023-09-30 $1.5M 4.3k 350.30
2023-06-30 $1.4M 3.9k 352.26
2023-03-31 $1.2M 3.9k 318.05
2022-12-31 $1.2M 3.9k 311.86