Berkshire Hathaway shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 3.3k | 502.79 |
| 2025-06-30 | $1.6M | 3.3k | 485.79 |
| 2025-03-31 | $1.8M | 3.3k | 532.61 |
| 2024-12-31 | $1.4M | 3.1k | 453.30 |
| 2024-09-30 | $1.4M | 3.1k | 460.28 |
| 2024-06-30 | $1.3M | 3.1k | 406.84 |
| 2024-03-31 | $1.4M | 3.3k | 420.56 |
More positions owned by Lakeridge Wealth Management
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