Berkshire Hathaway shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 3.5k | 502.74 |
| 2025-06-30 | $1.4M | 2.8k | 485.77 |
| 2025-03-31 | $1.7M | 3.2k | 532.58 |
| 2024-12-31 | $1.4M | 3.1k | 453.28 |
| 2024-09-30 | $1.5M | 3.2k | 460.26 |
| 2024-06-30 | $1.2M | 3.1k | 406.80 |
| 2024-03-31 | $1.3M | 3.2k | 420.52 |
| 2023-12-31 | $1.1M | 3.0k | 356.66 |
| 2023-09-30 | $1.1M | 3.0k | 350.30 |
| 2023-06-30 | $938k | 2.8k | 341.00 |
| 2023-03-31 | $849k | 2.8k | 308.77 |
| 2022-12-31 | $833k | 2.7k | 308.90 |
| 2022-09-30 | $742k | 2.8k | 267.00 |
| 2022-06-30 | $1.2M | 4.4k | 272.85 |
| 2022-03-31 | $1.6M | 4.5k | 352.90 |
| 2021-12-31 | $860k | 2.9k | 298.92 |
More positions owned by Heritage Financial Services
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