Berkshire Hathaway shares owned by My Legacy Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.9M | 6.0k | 478.27 |
| 2025-03-31 | $3.0M | 5.6k | 532.58 |
| 2024-12-31 | $2.5M | 5.5k | 458.51 |
| 2024-09-30 | $2.6M | 5.5k | 460.26 |
| 2024-06-30 | $2.5M | 6.2k | 406.80 |
| 2024-03-31 | $2.6M | 6.2k | 420.52 |
| 2023-12-31 | $2.3M | 6.3k | 363.34 |
| 2023-09-30 | $1.8M | 5.4k | 338.66 |
| 2023-06-30 | $1.9M | 5.5k | 343.54 |
| 2023-03-31 | $1.5M | 4.8k | 312.62 |
| 2022-12-31 | $1.5M | 4.7k | 308.51 |
| 2022-09-30 | $1.2M | 4.5k | 272.59 |
| 2022-06-30 | $1.2M | 4.3k | 278.41 |
| 2022-03-31 | $1.4M | 3.9k | 352.90 |