Berkshire Hathaway shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $909k | 1.8k | 502.74 |
| 2025-06-30 | $897k | 1.8k | 485.77 |
| 2025-03-31 | $953k | 1.8k | 532.58 |
| 2024-12-31 | $770k | 1.7k | 453.28 |
| 2024-09-30 | $812k | 1.8k | 460.26 |
| 2024-06-30 | $646k | 1.6k | 406.80 |
| 2024-03-31 | $653k | 1.6k | 420.52 |
| 2023-12-31 | $371k | 1.0k | 356.66 |
| 2023-09-30 | $386k | 1.1k | 350.30 |
| 2023-06-30 | $303k | 888 | 341.00 |
| 2023-03-31 | $243k | 788 | 308.77 |
| 2022-09-30 | $220k | 744 | 295.70 |
| 2022-06-30 | $454k | 1.7k | 273.00 |
| 2022-03-31 | $336k | 953 | 352.57 |
| 2021-12-31 | $257k | 859 | 299.19 |