Berkshire Hathaway shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 41k | 502.73 |
| 2025-06-30 | $19M | 38k | 485.76 |
| 2025-03-31 | $20M | 38k | 532.57 |
| 2024-12-31 | $17M | 37k | 453.27 |
| 2024-09-30 | $16M | 34k | 460.25 |
| 2024-06-30 | $14M | 34k | 406.79 |
| 2024-03-31 | $14M | 34k | 420.52 |
| 2023-12-31 | $12M | 34k | 356.66 |
| 2023-09-30 | $12M | 34k | 350.30 |
| 2023-06-30 | $12M | 35k | 341.00 |
| 2023-03-31 | $10M | 34k | 308.77 |
| 2022-12-31 | $10M | 33k | 308.90 |
| 2022-06-30 | $9.2M | 31k | 292.78 |
| 2022-03-31 | $8.8M | 29k | 310.38 |
| 2021-12-31 | $7.2M | 24k | 303.73 |
More positions owned by Heirloom Wealth Management
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