Berkshire Hathaway shares owned by Safeguard Investment Advisory Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Safeguard Investment Advisory Group
from 13F filings
Historical chart of Safeguard Investment Advisory Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Safeguard Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.8k | 502.74 |
| 2025-06-30 | $1.4M | 2.8k | 485.77 |
| 2025-03-31 | $1.5M | 2.9k | 532.60 |
| 2024-12-31 | $823k | 1.8k | 453.31 |
| 2024-09-30 | $757k | 1.6k | 460.26 |
| 2024-06-30 | $568k | 1.4k | 406.80 |
| 2024-03-31 | $516k | 1.2k | 420.52 |
| 2023-12-31 | $440k | 1.2k | 356.66 |
| 2023-09-30 | $417k | 1.2k | 350.30 |
| 2023-06-30 | $405k | 1.2k | 341.00 |
| 2023-03-31 | $341k | 1.1k | 308.77 |
| 2022-12-31 | $356k | 1.2k | 308.90 |
| 2022-09-30 | $300k | 1.1k | 266.43 |
| 2022-06-30 | $285k | 808 | 352.72 |
| 2022-03-31 | $285k | 808 | 352.72 |
| 2021-12-31 | $217k | 726 | 298.90 |
| 2021-09-30 | $219k | 803 | 272.73 |
| 2021-06-30 | $210k | 758 | 277.04 |
| 2020-12-31 | $143k | 618 | 231.39 |
More positions owned by Safeguard Investment Advisory Group
View all positions for Safeguard Investment Advisory Group