Berkshire Hathaway shares owned by Ledgewood Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Ledgewood Wealth Advisors
from 13F filings
Historical chart of Ledgewood Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Ledgewood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $679k | 1.4k | 502.74 |
| 2025-06-30 | $656k | 1.4k | 485.77 |
| 2025-03-31 | $719k | 1.4k | 532.58 |
| 2024-12-31 | $612k | 1.4k | 453.28 |
| 2024-09-30 | $621k | 1.4k | 460.26 |
| 2024-06-30 | $549k | 1.4k | 406.80 |
| 2024-03-31 | $568k | 1.4k | 420.52 |
| 2023-12-31 | $482k | 1.4k | 356.66 |