Berkshire Hathaway shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 19k | 502.74 |
| 2025-06-30 | $7.8M | 16k | 485.77 |
| 2025-03-31 | $7.2M | 14k | 532.61 |
| 2024-12-31 | $8.5M | 19k | 453.28 |
| 2024-09-30 | $11M | 24k | 460.02 |
| 2024-06-30 | $8.2M | 20k | 406.80 |
| 2024-03-31 | $6.9M | 16k | 420.52 |
| 2023-12-31 | $6.6M | 18k | 356.66 |
| 2023-09-30 | $5.7M | 4.4k | 1284.70 |
| 2023-06-30 | $2.3M | 6.8k | 341.00 |