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Berkshire Hathaway shares owned by Wiser Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wiser Wealth Management from 13F filings

Historical chart of Wiser Wealth Management investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Wiser Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Wiser Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $584k 1.2k 502.74
2025-06-30 $419k 863 485.77
2025-03-31 $437k 820 532.58
2024-12-31 $336k 741 453.28
2024-09-30 $283k 615 460.26
2024-06-30 $221k 544 406.80
2022-09-30 $308k 1.2k 266.90
2022-06-30 $296k 1.1k 272.56
2022-03-31 $418k 1.2k 352.74
2021-12-31 $347k 1.2k 299.14