Berkshire Hathaway shares owned by Luminvest Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Luminvest Wealth Management
from 13F filings
Historical chart of Luminvest Wealth Management investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Luminvest Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Luminvest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $712k | 1.4k | 502.74 |
| 2025-06-30 | $688k | 1.4k | 485.77 |
| 2025-03-31 | $754k | 1.4k | 532.58 |
| 2024-12-31 | $642k | 1.4k | 453.28 |
| 2024-09-30 | $652k | 1.4k | 460.26 |
| 2024-06-30 | $649k | 1.4k | 458.33 |
| 2024-03-31 | $633k | 1.4k | 452.36 |
| 2023-12-31 | $640k | 1.4k | 457.37 |
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