Berkshire Hathaway shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 9.6k | 502.74 |
| 2025-06-30 | $2.4M | 5.0k | 485.77 |
| 2025-03-31 | $2.5M | 4.8k | 532.58 |
| 2024-12-31 | $2.1M | 4.6k | 453.28 |
| 2024-09-30 | $2.0M | 4.4k | 460.26 |
| 2024-06-30 | $1.8M | 4.4k | 406.80 |
| 2024-03-31 | $1.7M | 4.1k | 420.52 |
| 2023-12-31 | $1.5M | 4.1k | 356.66 |
| 2023-09-30 | $1.3M | 3.8k | 350.30 |
| 2023-06-30 | $1.2M | 3.5k | 341.00 |
| 2023-03-31 | $1.0M | 3.4k | 308.77 |
| 2022-12-31 | $3.3M | 11k | 308.90 |
| 2022-09-30 | $2.8M | 10k | 266.98 |
| 2022-06-30 | $5.7M | 21k | 272.99 |
| 2022-03-31 | $3.4M | 11k | 322.79 |
| 2021-12-31 | $3.5M | 12k | 298.98 |
| 2021-09-30 | $3.2M | 12k | 272.97 |
| 2021-06-30 | $3.2M | 12k | 277.90 |
| 2021-03-31 | $2.9M | 12k | 255.51 |
| 2020-12-31 | $2.7M | 12k | 231.89 |
| 2012-03-31 | $2.9M | 12k | 255.51 |