Berkshire Hathaway shares owned by Legacy Financial Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 6.2k | 502.74 |
| 2025-06-30 | $3.2M | 6.6k | 485.77 |
| 2025-03-31 | $3.3M | 6.3k | 532.58 |
| 2024-12-31 | $2.8M | 6.2k | 453.28 |
| 2024-09-30 | $2.8M | 6.2k | 450.92 |
| 2024-06-30 | $2.5M | 6.0k | 406.80 |
| 2024-03-31 | $2.5M | 6.0k | 420.52 |
| 2023-09-30 | $2.0M | 5.8k | 350.30 |
| 2023-06-30 | $2.0M | 5.8k | 341.00 |
| 2023-03-31 | $1.8M | 5.8k | 308.77 |
| 2022-12-31 | $1.8M | 5.7k | 308.90 |