Berkshire Hathaway shares owned by Prevail Innovative Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Prevail Innovative Wealth Advisors
from 13F filings
Historical chart of Prevail Innovative Wealth Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Prevail Innovative Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $854k | 1.7k | 502.75 |
| 2025-06-30 | $825k | 1.7k | 485.78 |
| 2025-03-31 | $844k | 1.6k | 532.59 |
| 2024-12-31 | $684k | 1.5k | 453.29 |
| 2024-09-30 | $431k | 936 | 460.26 |
| 2024-06-30 | $334k | 822 | 406.80 |
| 2024-03-31 | $328k | 781 | 420.52 |
| 2023-09-30 | $243k | 693 | 350.30 |
| 2023-06-30 | $236k | 693 | 341.00 |
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