Berkshire Hathaway shares owned by Wealth Alliance Advisory Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wealth Alliance Advisory Group
from 13F filings
Historical chart of Wealth Alliance Advisory Group investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Wealth Alliance Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 12k | 502.75 |
| 2025-06-30 | $5.0M | 10k | 485.78 |
| 2025-03-31 | $5.6M | 11k | 532.60 |
| 2024-12-31 | $4.3M | 9.4k | 453.29 |
| 2024-09-30 | $4.4M | 9.5k | 460.27 |
| 2024-06-30 | $3.7M | 9.0k | 406.80 |
| 2024-03-31 | $3.6M | 8.5k | 420.54 |
| 2023-12-31 | $2.8M | 7.9k | 356.67 |
| 2023-09-30 | $2.5M | 7.2k | 350.28 |
| 2023-06-30 | $2.4M | 6.9k | 341.00 |
| 2023-03-31 | $2.0M | 6.5k | 308.77 |
| 2022-12-31 | $2.0M | 6.6k | 308.89 |
| 2022-09-30 | $1.8M | 6.7k | 267.01 |
| 2022-06-30 | $1.4M | 5.3k | 273.07 |
| 2022-03-31 | $1.7M | 4.8k | 352.97 |
| 2021-12-31 | $1.5M | 4.9k | 299.05 |
| 2021-09-30 | $1.2M | 4.5k | 272.83 |
| 2021-06-30 | $1.2M | 4.5k | 277.92 |
| 2021-03-31 | $1.1M | 4.4k | 255.36 |
| 2020-12-31 | $984k | 4.2k | 231.91 |
| 2020-09-30 | $802k | 3.8k | 212.90 |
| 2020-06-30 | $631k | 3.5k | 178.50 |
| 2020-03-31 | $601k | 3.3k | 182.79 |
| 2019-12-31 | $741k | 3.3k | 226.40 |
| 2019-09-30 | $687k | 3.3k | 208.06 |
| 2019-06-30 | $732k | 3.4k | 213.47 |
| 2019-03-31 | $685k | 3.3k | 209.48 |
| 2018-12-31 | $605k | 3.0k | 204.05 |
| 2018-09-30 | $519k | 2.4k | 213.93 |
| 2018-06-30 | $454k | 2.4k | 186.75 |
| 2018-03-31 | $444k | 2.2k | 199.46 |
| 2017-12-31 | $301k | 1.5k | 197.90 |
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