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Berkshire Hathaway shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Principia Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $124k 256 485.77
2025-03-31 $124k 238 521.41
2024-12-31 $99k 219 453.28

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Ishares Short Treasury Bond Etf Etf (SHV)
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Ishares Silver Trust Etf (SLV)
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View all positions for Principia Wealth Advisory

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Canerector
Jpmorgan Chase & Co
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
Goldman Sachs Group
FMR

View all funds holding Berkshire Hathaway