Berkshire Hathaway shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $858k | 1.7k | 502.74 |
| 2025-06-30 | $920k | 1.7k | 526.31 |
| 2025-03-31 | $930k | 1.7k | 532.58 |
| 2024-12-31 | $795k | 1.8k | 453.28 |
| 2024-09-30 | $348k | 755 | 460.26 |
| 2024-06-30 | $307k | 755 | 406.80 |