Berkshire Hathaway shares owned by Vestia Personal Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Vestia Personal Wealth Advisors
from 13F filings
Historical chart of Vestia Personal Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Vestia Personal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $370k | 765 | 483.83 |
| 2025-09-30 | $403k | 801 | 502.74 |
| 2025-06-30 | $378k | 778 | 485.77 |
| 2025-03-31 | $392k | 736 | 532.58 |
| 2024-12-31 | $358k | 790 | 453.28 |
| 2024-09-30 | $323k | 701 | 460.26 |
| 2024-06-30 | $304k | 748 | 406.80 |
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