Berkshire Hathaway shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $332k | 661 | 502.74 |
| 2025-06-30 | $321k | 661 | 485.77 |
| 2025-03-31 | $340k | 638 | 532.58 |
| 2024-12-31 | $270k | 595 | 453.28 |
| 2024-09-30 | $274k | 595 | 460.26 |