Berkshire Hathaway shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 4.7k | 502.74 |
| 2025-06-30 | $2.2M | 4.5k | 485.77 |
| 2025-03-31 | $2.3M | 4.4k | 532.58 |
| 2024-12-31 | $2.0M | 4.4k | 453.28 |
| 2024-09-30 | $1.8M | 3.8k | 460.26 |
| 2024-06-30 | $1.7M | 4.1k | 406.80 |
| 2024-03-31 | $1.9M | 4.6k | 420.52 |
| 2023-12-31 | $1.6M | 4.6k | 356.66 |
| 2023-09-30 | $1.8M | 5.2k | 350.30 |
| 2023-06-30 | $1.5M | 4.4k | 341.00 |
| 2023-03-31 | $2.4M | 7.9k | 308.77 |
| 2022-12-31 | $2.6M | 8.5k | 308.90 |
| 2022-09-30 | $1.5M | 5.5k | 267.05 |
| 2022-06-30 | $1.4M | 5.0k | 273.00 |
| 2022-03-31 | $704k | 2.0k | 352.71 |
| 2021-12-31 | $693k | 2.3k | 298.84 |
| 2021-09-30 | $633k | 2.3k | 272.96 |
| 2021-06-30 | $678k | 2.4k | 277.98 |
| 2021-03-31 | $488k | 1.9k | 255.63 |
| 2020-12-31 | $541k | 2.3k | 231.69 |
| 2019-09-30 | $270k | 1.3k | 207.69 |
| 2019-06-30 | $299k | 1.4k | 213.42 |
| 2019-03-31 | $281k | 1.4k | 200.57 |
| 2018-12-31 | $882k | 4.3k | 204.26 |
| 2018-09-30 | $785k | 3.7k | 214.01 |
| 2018-03-31 | $457k | 2.3k | 199.56 |
| 2017-12-31 | $4.2M | 21k | 198.22 |