Berkshire Hathaway shares owned by Lifelong Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lifelong Wealth Advisors
from 13F filings
Historical chart of Lifelong Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Lifelong Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $451k | 897 | 502.74 |
| 2025-06-30 | $438k | 901 | 485.77 |
| 2025-03-31 | $456k | 856 | 532.58 |
| 2024-12-31 | $384k | 847 | 453.28 |