Berkshire Hathaway shares owned by Invenio Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Invenio Wealth Partners
from 13F filings
Historical chart of Invenio Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Invenio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $478k | 951 | 502.74 |
| 2025-06-30 | $462k | 951 | 485.77 |
| 2025-03-31 | $682k | 1.3k | 532.58 |
| 2024-12-31 | $348k | 767 | 453.28 |
| 2024-09-30 | $353k | 767 | 460.26 |
| 2024-06-30 | $312k | 767 | 406.80 |
| 2024-03-31 | $323k | 767 | 420.52 |
| 2023-12-31 | $308k | 864 | 356.66 |
| 2023-09-30 | $303k | 864 | 350.30 |