Berkshire Hathaway shares owned by Secured Retirement Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Secured Retirement Advisors
from 13F filings
Historical chart of Secured Retirement Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Secured Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Secured Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 5.0k | 502.74 |
| 2025-06-30 | $2.2M | 4.5k | 485.77 |
| 2025-03-31 | $1.5M | 2.9k | 532.58 |
| 2024-12-31 | $214k | 472 | 453.28 |
| 2024-09-30 | $214k | 464 | 460.26 |
More positions owned by Secured Retirement Advisors
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