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Berkshire Hathaway shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 91k 116.38
2025-09-30 $11M 91k 123.84
2025-06-30 $11M 22k 485.77
2025-03-31 $11M 22k 532.58
2024-12-31 $9.7M 22k 453.28