Berkshire Hathaway shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 7.0k | 502.75 |
| 2025-06-30 | $3.3M | 6.8k | 485.78 |
| 2025-03-31 | $3.6M | 6.8k | 532.60 |
| 2024-12-31 | $3.0M | 6.5k | 453.29 |
| 2024-09-30 | $2.9M | 6.3k | 460.27 |
| 2024-06-30 | $2.5M | 6.0k | 406.81 |
| 2024-03-31 | $2.4M | 5.8k | 420.53 |
| 2023-12-31 | $2.0M | 5.6k | 356.67 |
| 2023-09-30 | $1.9M | 5.3k | 350.27 |
| 2023-06-30 | $1.6M | 4.7k | 340.97 |
| 2023-03-31 | $1.4M | 4.4k | 308.81 |
| 2022-12-31 | $1.3M | 4.1k | 308.87 |
| 2022-09-30 | $906k | 3.4k | 266.86 |
| 2022-06-30 | $880k | 3.2k | 273.12 |
| 2022-03-31 | $1.3M | 3.7k | 353.02 |
| 2021-12-31 | $1.0M | 3.4k | 299.02 |
| 2021-09-30 | $875k | 3.2k | 272.93 |
| 2021-06-30 | $718k | 2.6k | 277.76 |
| 2021-03-31 | $691k | 2.7k | 255.45 |
| 2020-12-31 | $708k | 3.1k | 231.83 |
| 2020-09-30 | $742k | 3.5k | 212.97 |
| 2019-12-31 | $2.1M | 9.1k | 226.55 |
| 2019-09-30 | $1.9M | 9.1k | 208.03 |
| 2019-06-30 | $1.1M | 5.4k | 213.25 |
| 2019-03-31 | $1.1M | 5.5k | 200.80 |
| 2018-12-31 | $1.1M | 5.4k | 204.09 |
| 2018-09-30 | $1.1M | 5.0k | 214.06 |
| 2018-06-30 | $921k | 4.8k | 190.92 |
| 2018-03-31 | $931k | 4.7k | 197.62 |
| 2017-12-31 | $1.1M | 5.4k | 198.10 |