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Berkshire Hathaway shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $217k 516 420.52
2023-12-31 $181k 508 356.66
2023-09-30 $178k 508 350.30
2023-06-30 $173k 508 341.00
2023-03-31 $157k 508 308.77
2022-12-31 $157k 508 308.90

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
First Trust MF Closed and MF Open (DAPR)
SPDR S&P MF Closed and MF Open (SPY)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
First Trust MF Closed and MF Open (DNOV)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway