Berkshire Hathaway shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $240M | 478k | 502.74 |
| 2025-06-30 | $212M | 437k | 485.77 |
| 2025-03-31 | $212M | 398k | 532.58 |
| 2024-12-31 | $191M | 421k | 453.28 |
| 2024-09-30 | $239M | 518k | 460.26 |
| 2024-06-30 | $215M | 528k | 406.80 |
| 2024-03-31 | $177M | 420k | 420.52 |
| 2023-12-31 | $133M | 373k | 356.66 |
| 2023-09-30 | $124M | 355k | 350.30 |
| 2023-06-30 | $128M | 374k | 341.00 |
| 2023-03-31 | $101M | 327k | 308.77 |
| 2022-12-31 | $119M | 384k | 308.90 |
| 2022-09-30 | $113M | 424k | 267.02 |
| 2022-06-30 | $109M | 400k | 273.02 |
| 2022-03-31 | $100M | 283k | 352.91 |
| 2021-12-31 | $88M | 296k | 299.00 |
| 2021-09-30 | $79M | 291k | 272.94 |
| 2021-06-30 | $81M | 293k | 277.92 |
| 2021-03-31 | $74M | 290k | 255.47 |
| 2020-12-31 | $73M | 317k | 229.65 |
| 2020-09-30 | $49M | 232k | 212.86 |