Berkshire Hathaway shares owned by Valued Retirements
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Valued Retirements
from 13F filings
Historical chart of Valued Retirements investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Valued Retirements consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Valued Retirements
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $459k | 945 | 485.77 |
| 2025-06-30 | $459k | 945 | 485.77 |
| 2025-03-31 | $503k | 945 | 532.58 |
| 2024-12-31 | $233k | 515 | 453.28 |
| 2024-09-30 | $237k | 515 | 460.26 |
| 2024-06-30 | $210k | 515 | 406.80 |
| 2024-03-31 | $217k | 515 | 420.52 |