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Berkshire Hathaway shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management Services investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Advocacy Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $235k 469 500.39
2017-09-30 $6.0k 35 171.43
2017-06-30 $6.0k 35 171.43
2017-03-31 $6.0k 35 171.43
2016-12-31 $6.0k 35 171.43
2016-09-30 $5.0k 35 142.86
2016-06-30 $5.0k 35 142.86
2016-03-31 $6.0k 43 139.53
2015-12-31 $5.0k 35 142.86
2013-09-30 $4.0k 35 114.29
2013-06-30 $4.0k 35 114.29