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
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Quarterly reported holdings in Berkshire Hathaway by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $5.3M | 11k | 485.77 |
| 2025-03-31 | $5.5M | 10k | 532.58 |
| 2024-12-31 | $4.9B | 11k | 453280.61 |
| 2024-09-30 | $4.9M | 11k | 460.26 |
| 2024-06-30 | $4.3M | 11k | 406.80 |
| 2024-03-31 | $4.4M | 10k | 420.52 |
| 2023-12-31 | $243k | 682 | 356.31 |
| 2023-09-30 | $3.6B | 10k | 350300.05 |
| 2022-09-30 | $2.7M | 10k | 267.07 |
| 2022-03-31 | $3.7M | 10k | 352.95 |
| 2021-09-30 | $2.8M | 10k | 272.98 |
| 2021-06-30 | $2.9M | 10k | 277.87 |
| 2021-03-31 | $2.6M | 10k | 255.48 |