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Berkshire Hathaway shares owned by Williams Financial

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

Historical chart of Williams Financial investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Williams Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 533 460.26
2024-06-30 $217k 533 406.80
2024-03-31 $260k 618 420.52
2021-06-30 $462k 1.7k 277.98
2021-03-31 $425k 1.7k 255.87

More positions owned by Williams Financial

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
CVS Caremark Corporation (CVS)
SYSCO Corporation (SYY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Williams Financial

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Bank of America Corporation
Royal Bank of Canada
Susquehanna International
International Assets Investment Management
Goldman Sachs Group

View all funds holding Berkshire Hathaway