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Berkshire Hathaway shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 15k 460.27
2024-06-30 $6.2M 15k 406.81
2024-03-31 $6.6M 16k 420.53
2023-12-31 $6.3M 18k 356.67
2023-09-30 $5.8M 17k 350.31
2023-06-30 $5.5M 16k 340.99
2023-03-31 $5.0M 16k 308.77
2022-12-31 $5.0M 16k 308.90
2022-09-30 $4.1M 15k 267.01
2022-06-30 $3.9M 14k 273.00
2022-03-31 $4.4M 13k 326.80
2021-12-31 $4.1M 14k 299.00
2021-09-30 $3.6M 13k 272.86
2021-06-30 $3.7M 13k 277.88
2021-03-31 $3.5M 14k 255.49
2020-12-31 $930k 4.0k 231.80
2020-09-30 $847k 4.0k 212.92
2020-06-30 $733k 4.1k 178.48
2020-03-31 $750k 4.1k 182.62
2019-12-31 $1.2M 5.4k 226.49
2019-09-30 $1.1M 5.4k 207.99
2019-06-30 $1.2M 5.5k 213.09
2019-03-31 $1.1M 5.3k 200.72
2018-12-31 $887k 4.3k 204.05
2018-09-30 $878k 4.1k 214.11
2018-06-30 $759k 4.1k 186.53
2018-03-31 $720k 3.6k 199.28
2017-12-31 $592k 3.0k 198.13
2017-09-30 $355k 1.9k 182.90
2017-06-30 $325k 1.9k 169.18
2017-03-31 $286k 1.7k 166.09
2016-12-31 $309k 1.9k 163.49
2016-09-30 $246k 1.7k 142.86
2016-06-30 $281k 1.9k 144.62
2016-03-31 $253k 1.8k 141.74
2015-12-31 $414k 1.6k 253.06

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
FMR
Royal Bank of Canada
Susquehanna International
Legal & General Group
Goldman Sachs Group

View all funds holding Berkshire Hathaway