Berkshire Hathaway shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 7.9k | 498.20 |
| 2025-03-31 | $880k | 1.7k | 532.58 |
| 2024-12-31 | $808k | 1.7k | 464.61 |
| 2024-09-30 | $290k | 629 | 460.26 |
| 2024-06-30 | $264k | 649 | 406.80 |
| 2024-03-31 | $256k | 609 | 420.52 |
| 2019-12-31 | $203k | 913 | 222.34 |
| 2018-12-31 | $235k | 1.2k | 204.35 |
| 2018-09-30 | $371k | 1.8k | 204.63 |
| 2018-06-30 | $2.6M | 13k | 199.44 |
| 2018-03-31 | $3.1M | 16k | 199.48 |
| 2017-12-31 | $3.3M | 17k | 198.23 |
| 2017-09-30 | $3.1M | 17k | 183.29 |
| 2017-06-30 | $2.9M | 17k | 169.39 |
| 2017-03-31 | $2.9M | 17k | 166.67 |
| 2016-12-31 | $2.9M | 18k | 162.97 |
| 2016-09-30 | $2.6M | 18k | 144.47 |
| 2016-06-30 | $3.6M | 25k | 144.81 |
| 2016-03-31 | $4.3M | 30k | 141.87 |
| 2015-12-31 | $3.1M | 23k | 132.04 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors