Berkshire Hathaway shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
from 13F filings
Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 3.4k | 490.24 |
| 2025-06-30 | $3.6M | 7.7k | 464.51 |
| 2025-03-31 | $6.2M | 12k | 532.81 |
| 2024-12-31 | $995k | 2.2k | 453.28 |
More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY