Berkshire Hathaway shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $952k | 1.9k | 498.77 |
| 2025-06-30 | $755k | 1.6k | 475.88 |
| 2025-03-31 | $609k | 1.2k | 493.54 |
| 2024-12-31 | $605k | 1.3k | 453.18 |
| 2024-09-30 | $424k | 934 | 453.96 |