Berkshire Hathaway shares owned by Mills Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Mills Wealth Advisors
from 13F filings
Historical chart of Mills Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Mills Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Mills Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $412k | 820 | 502.74 |
| 2025-06-30 | $396k | 815 | 485.77 |
| 2025-03-31 | $434k | 814 | 532.58 |
| 2024-12-31 | $369k | 813 | 453.28 |
| 2024-09-30 | $370k | 804 | 460.26 |
| 2024-06-30 | $293k | 721 | 406.80 |
| 2024-03-31 | $303k | 721 | 420.52 |
| 2023-12-31 | $244k | 684 | 356.66 |
| 2023-09-30 | $234k | 669 | 350.30 |