Berkshire Hathaway shares owned by Instrumental Wealth
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $407k | 851 | 478.52 |
| 2025-06-30 | $371k | 788 | 470.13 |
| 2025-03-31 | $419k | 789 | 530.96 |
| 2024-12-31 | $362k | 756 | 478.74 |
| 2024-09-30 | $344k | 748 | 459.98 |
| 2024-06-30 | $311k | 718 | 433.29 |
| 2024-03-31 | $278k | 689 | 403.90 |
| 2023-12-31 | $229k | 608 | 376.59 |