Berkshire Hathaway shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 5.4k | 502.49 |
| 2025-06-30 | $2.6M | 4.8k | 532.48 |
| 2024-12-31 | $2.2M | 4.8k | 452.93 |
| 2024-09-30 | $2.1M | 4.6k | 460.04 |
| 2024-06-30 | $1.9M | 4.6k | 406.55 |
| 2024-03-31 | $1.9M | 4.6k | 420.67 |
| 2023-12-31 | $1.5M | 4.1k | 356.70 |
| 2023-09-30 | $1.4M | 3.9k | 350.07 |
| 2023-06-30 | $1.3M | 3.9k | 340.63 |
| 2023-03-31 | $1.1M | 3.6k | 308.77 |
| 2022-12-31 | $944k | 3.5k | 266.67 |
| 2022-09-30 | $946k | 3.5k | 267.22 |
| 2022-06-30 | $966k | 3.5k | 272.78 |
| 2022-03-31 | $966k | 2.7k | 352.68 |
| 2021-12-31 | $791k | 2.6k | 299.05 |
| 2021-09-30 | $722k | 2.6k | 272.97 |
| 2021-06-30 | $722k | 2.6k | 278.01 |
| 2021-03-31 | $638k | 2.5k | 255.51 |
| 2020-12-31 | $551k | 2.4k | 231.61 |
| 2020-09-30 | $506k | 2.4k | 212.69 |
| 2020-06-30 | $424k | 2.4k | 178.23 |
| 2020-03-31 | $435k | 2.4k | 182.85 |
| 2019-12-31 | $547k | 2.4k | 226.50 |
| 2019-09-30 | $513k | 2.5k | 208.11 |
More positions owned by Efficient Wealth Management
View all positions for Efficient Wealth Management