Berkshire Hathaway shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $436k | 867 | 502.74 |
| 2025-06-30 | $421k | 867 | 485.77 |
| 2025-03-31 | $462k | 867 | 532.58 |
| 2024-12-31 | $393k | 867 | 453.28 |
| 2024-09-30 | $399k | 867 | 460.26 |
| 2024-06-30 | $353k | 867 | 406.80 |
| 2024-03-31 | $292k | 694 | 420.52 |
More positions owned by Lakeshore Financial Planning
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