Berkshire Hathaway shares owned by Wealthstream Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wealthstream Advisors
from 13F filings
Historical chart of Wealthstream Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Wealthstream Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Wealthstream Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.7k | 502.74 |
| 2025-06-30 | $1.3M | 2.6k | 485.77 |
| 2025-03-31 | $1.4M | 2.6k | 532.58 |
| 2024-12-31 | $1.1M | 2.4k | 453.28 |
| 2024-09-30 | $1.1M | 2.4k | 460.26 |
| 2024-06-30 | $958k | 2.4k | 406.80 |
| 2024-03-31 | $966k | 2.3k | 420.52 |
| 2023-12-31 | $803k | 2.3k | 356.66 |
| 2023-09-30 | $807k | 2.3k | 350.30 |
| 2023-06-30 | $686k | 2.0k | 341.00 |
| 2023-03-31 | $565k | 1.8k | 308.77 |
| 2022-12-31 | $510k | 1.7k | 308.90 |
| 2022-03-31 | $269k | 761 | 353.48 |