Berkshire Hathaway shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.1k | 502.74 |
| 2025-06-30 | $1.0M | 2.1k | 485.77 |
| 2025-03-31 | $1.1M | 2.1k | 532.58 |
| 2024-12-31 | $718k | 1.6k | 453.28 |
| 2024-09-30 | $668k | 1.5k | 460.26 |
| 2024-06-30 | $607k | 1.5k | 406.80 |
| 2024-03-31 | $800k | 1.9k | 420.52 |
| 2023-12-31 | $679k | 1.9k | 356.66 |
| 2023-09-30 | $685k | 2.0k | 350.30 |
| 2023-06-30 | $667k | 2.0k | 341.00 |
| 2023-03-31 | $588k | 1.9k | 308.77 |
| 2022-12-31 | $604k | 2.0k | 309.11 |
| 2022-09-30 | $522k | 2.0k | 267.14 |
| 2022-06-30 | $690k | 2.0k | 353.12 |
| 2022-03-31 | $690k | 2.0k | 353.12 |
| 2021-12-31 | $518k | 1.7k | 298.73 |