Berkshire Hathaway shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 19k | 502.73 |
| 2025-06-30 | $8.5M | 18k | 485.76 |
| 2025-03-31 | $9.1M | 17k | 532.57 |
| 2024-12-31 | $7.4M | 16k | 453.27 |
| 2024-09-30 | $7.0M | 15k | 460.25 |
| 2024-06-30 | $6.1M | 15k | 406.79 |
| 2024-03-31 | $5.7M | 13k | 420.52 |
| 2023-12-31 | $4.4M | 13k | 356.66 |
| 2023-09-30 | $4.4M | 13k | 350.30 |
| 2023-06-30 | $3.8M | 11k | 341.00 |
| 2023-03-31 | $3.1M | 10k | 308.77 |
| 2022-12-31 | $3.0M | 9.7k | 308.90 |
| 2022-09-30 | $2.5M | 9.3k | 267.03 |
| 2022-06-30 | $2.9M | 11k | 272.98 |
| 2022-03-31 | $5.3M | 15k | 352.93 |
| 2021-12-31 | $4.7M | 16k | 299.03 |
| 2021-09-30 | $3.7M | 14k | 272.97 |
| 2021-06-30 | $3.6M | 13k | 277.95 |
| 2021-03-31 | $3.2M | 13k | 255.44 |
| 2020-12-31 | $2.7M | 12k | 231.90 |