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Berkshire Hathaway shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 26k 502.73
2025-06-30 $13M 26k 485.78
2025-03-31 $13M 25k 532.57
2024-12-31 $11M 25k 453.29
2024-09-30 $12M 26k 460.25
2024-06-30 $8.4M 21k 406.81
2024-03-31 $8.2M 19k 420.53
2023-12-31 $6.3M 18k 356.66
2023-09-30 $5.9M 17k 350.30
2023-06-30 $5.8M 17k 341.00
2023-03-31 $6.2M 20k 308.77
2022-12-31 $6.4M 21k 308.90
2022-09-30 $5.0M 19k 267.03
2022-06-30 $4.9M 18k 273.03
2022-03-31 $4.7M 13k 352.93
2021-12-31 $4.1M 14k 299.01
2021-09-30 $5.1M 19k 272.96
2021-06-30 $4.8M 17k 277.95
2021-03-31 $4.0M 16k 255.45
2020-12-31 $3.2M 14k 231.89
2020-09-30 $2.6M 12k 212.94
2020-06-30 $2.0M 11k 178.51
2020-03-31 $1.4M 7.7k 182.78
2019-12-31 $2.2M 9.5k 226.51
2019-09-30 $1.9M 9.3k 208.04
2019-06-30 $1.9M 9.0k 213.12
2019-03-31 $1.6M 7.7k 200.91
2018-12-31 $1.7M 8.2k 204.12
2018-09-30 $1.2M 5.6k 214.03
2018-06-30 $869k 4.7k 186.68
2018-03-31 $779k 3.9k 199.59
2017-12-31 $642k 3.2k 198.09
2017-09-30 $388k 2.1k 183.19
2016-12-31 $29k 175 165.71

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Wealthcare Advisory Partners

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
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Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Canerector
Jpmorgan Chase & Co
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
Goldman Sachs Group
FMR

View all funds holding Berkshire Hathaway