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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Clearstead Advisors, 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)
133,487
Value
$66.8M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026133,487$66.8M0.6%−22,577−14.5%ReducedHolders
Q1 2026156,064$74.8M0.7%+19,204+14.0%AddedHolders
Q4 2025136,860$68.8M0.9%+2,727+2.0%AddedHolders
Q3 2025134,133$67.4M1.0%−6,873−4.9%ReducedHolders
Q2 2025141,006$68.5M1.0%+3,503+2.5%AddedHolders
Q1 2025137,503$73.2M1.1%+7,665+5.9%AddedHolders
Q4 2024129,838$58.9M0.9%−1,022−0.8%ReducedHolders
Q3 2024130,860$60.2M0.9%+7,870+6.4%AddedHolders
Q2 2024122,990$50.0M0.9%+65,897+115.4%AddedHolders
Q1 202457,093$23.5M1.2%+1,547+2.8%AddedHolders
Q4 202355,546$19.8M1.1%+872+1.6%AddedHolders
Q3 202354,674$19.2M1.2%+2,404+4.6%AddedHolders
Q2 202352,270$17.8M1.1%+10,430+24.9%AddedHolders
Q1 202341,840$12.9M0.9%+2,367+6.0%AddedHolders
Q4 202239,473$12.2M1.0%+376+1.0%AddedHolders
Q3 202239,097$10.4M1.0%−2,444−5.9%ReducedHolders
Q2 202241,541$11.3M0.9%+137+0.3%AddedHolders
Q1 202241,404$14.6M1.0%+3,642+9.6%AddedHolders
Q4 202137,762$11.3M0.8%+4,322+12.9%AddedHolders
Q3 202133,440$9.13M0.7%−2,955−8.1%ReducedHolders
Q2 202136,395$10.1M0.8%+705+2.0%AddedHolders
Q1 202135,690$9.12M0.8%––Holders

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