Berkshire Hathaway shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 433 | 502.74 |
| 2025-06-30 | $230k | 474 | 485.77 |
| 2025-03-31 | $263k | 494 | 532.58 |
| 2024-12-31 | $224k | 494 | 453.28 |