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Berkshire Hathaway shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $50k 100 502.74
2025-06-30 $126k 259 485.80
2025-03-31 $7.8k 401 19.44