Berkshire Hathaway shares owned by Wealth Forward
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wealth Forward
from 13F filings
Historical chart of Wealth Forward investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Wealth Forward consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Wealth Forward
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.4k | 502.74 |
| 2025-06-30 | $1.2M | 2.5k | 485.77 |
| 2025-03-31 | $1.4M | 2.6k | 532.58 |
| 2024-12-31 | $1.2M | 2.6k | 453.28 |
| 2024-09-30 | $1.1M | 2.5k | 460.26 |
| 2024-06-30 | $1.1M | 2.6k | 406.80 |
| 2024-03-31 | $1.0M | 2.5k | 420.52 |
| 2023-12-31 | $779k | 2.2k | 356.66 |