Berkshire Hathaway shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $324k | 645 | 502.74 |
| 2025-06-30 | $137k | 281 | 485.77 |
| 2025-03-31 | $168k | 316 | 532.58 |
| 2024-12-31 | $133k | 281 | 472.74 |
| 2024-09-30 | $133k | 284 | 468.10 |