Berkshire Hathaway shares owned by SMART Wealth
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by SMART Wealth
from 13F filings
Historical chart of SMART Wealth investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 12k | 502.74 |
| 2025-06-30 | $7.5M | 16k | 485.77 |
| 2025-03-31 | $6.6M | 12k | 532.58 |
| 2024-12-31 | $6.7M | 15k | 453.28 |
| 2024-09-30 | $5.3M | 12k | 460.26 |
| 2024-06-30 | $4.7M | 12k | 406.80 |
| 2024-03-31 | $4.6M | 11k | 420.53 |
| 2023-12-31 | $3.6M | 10k | 356.67 |
| 2023-09-30 | $3.0M | 8.5k | 350.30 |
| 2023-06-30 | $2.6M | 7.7k | 341.00 |
| 2023-03-31 | $2.4M | 7.7k | 308.77 |
| 2022-12-31 | $2.3M | 7.4k | 308.91 |