Berkshire Hathaway shares owned by Betterment
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $713k | 1.4k | 502.82 |
| 2025-06-30 | $414k | 852 | 485.92 |
| 2025-03-31 | $404k | 759 | 532.28 |
| 2024-12-31 | $351k | 774 | 453.49 |
| 2024-09-30 | $313k | 681 | 459.62 |