Berkshire Hathaway shares owned by Theory Financial
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Theory Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $604k | 1.2k | 494.08 |
| 2025-06-30 | $570k | 1.2k | 471.88 |
| 2025-03-31 | $590k | 1.1k | 532.58 |
| 2024-12-31 | $502k | 1.1k | 453.28 |