Berkshire Hathaway shares owned by Whelan Financial
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 3.7k | 502.74 |
| 2025-06-30 | $1.7M | 3.5k | 485.77 |
| 2025-03-31 | $1.5M | 2.9k | 532.58 |
| 2024-12-31 | $738k | 1.6k | 453.28 |
| 2024-09-30 | $596k | 1.3k | 460.26 |
| 2024-06-30 | $499k | 1.2k | 406.80 |
| 2024-03-31 | $501k | 1.2k | 420.52 |