Berkshire Hathaway shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by SC&H Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.6k | 502.76 |
| 2025-06-30 | $1.3M | 2.7k | 485.79 |
| 2025-03-31 | $1.4M | 2.6k | 532.60 |
| 2024-12-31 | $1.2M | 2.6k | 453.28 |
| 2024-09-30 | $1.1M | 2.4k | 460.26 |
| 2024-06-30 | $992k | 2.4k | 406.80 |
| 2024-03-31 | $1.1M | 2.6k | 420.52 |
| 2023-12-31 | $870k | 2.4k | 356.66 |
| 2023-09-30 | $856k | 2.4k | 350.30 |
| 2023-06-30 | $825k | 2.4k | 341.00 |
| 2023-03-31 | $748k | 2.4k | 308.73 |
| 2022-12-31 | $726k | 2.4k | 308.90 |
| 2022-09-30 | $648k | 2.4k | 266.89 |
| 2022-06-30 | $665k | 2.4k | 272.99 |
| 2022-03-31 | $918k | 2.6k | 352.94 |
| 2021-12-31 | $832k | 2.8k | 299.17 |