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Livermore
Livermore
ZHEN

Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
960
Value
$480.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026960$480.4K0.1%−104−9.8%ReducedHolders
Q1 20261,064$509.9K0.1%+54+5.3%AddedHolders
Q4 20251,010$507.7K0.1%00.0%UnchangedHolders
Q3 20251,010$507.8K0.1%00.0%UnchangedHolders
Q2 20251,010$490.6K0.1%00.0%UnchangedHolders
Q1 20251,010$537.9K0.1%+25+2.5%AddedHolders
Q4 2024985$446.5K0.1%00.0%UnchangedHolders
Q3 2024985$453.4K0.1%+155+18.7%AddedHolders
Q2 2024830$337.6K0.1%00.0%UnchangedHolders
Q1 2024830$349.0K0.1%−100−10.8%ReducedHolders
Q4 2023930$331.7K0.1%00.0%UnchangedHolders
Q3 2023930$325.8K0.1%00.0%UnchangedHolders
Q2 2023930$317.1K0.1%00.0%UnchangedHolders
Q1 2023930$287.2K0.1%00.0%UnchangedHolders
Q4 2022930$287.3K0.1%00.0%UnchangedHolders
Q3 2022930$248.0K0.1%00.0%UnchangedHolders
Q2 2022930$259.0K0.1%+10+1.1%AddedHolders
Q1 2022920$319.0K0.1%00.0%UnchangedHolders
Q4 2021920$294.0K0.1%+35+4.0%AddedHolders
Q3 2021885$242.0K<0.1%+10+1.1%AddedHolders
Q2 2021875$245.0K<0.1%00.0%UnchangedHolders
Q1 2021875$234.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.