Berkshire Hathaway shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $129k | 257 | 500.39 |
| 2026-03-31 | $123k | 257 | 479.20 |
| 2025-12-31 | $129k | 257 | 502.65 |
| 2025-09-30 | $129k | 257 | 502.74 |
| 2025-06-30 | $125k | 257 | 485.77 |
| 2025-03-31 | $137k | 257 | 532.58 |
| 2024-12-31 | $117k | 257 | 453.28 |
| 2024-09-30 | $126k | 274 | 460.26 |
| 2024-06-30 | $112k | 274 | 406.80 |