Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

BRK.B holding history

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

BRK.B overview All 13F holders of BRK.B Full Q2 2026 holdings

Shares (Q2 2026): 19,918
Value: $9.97M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,918	$9.97M	0.3%	−1,205−5.7%	Reduced	Holders
Q1 2026	21,123	$10.1M	0.3%	+992+4.9%	Added	Holders
Q4 2025	20,131	$10.1M	0.4%	+1,251+6.6%	Added	Holders
Q3 2025	18,880	$9.49M	0.4%	+1,435+8.2%	Added	Holders
Q2 2025	17,445	$8.47M	0.3%	+1,480+9.3%	Added	Holders
Q1 2025	15,965	$8.50M	0.4%	+234+1.5%	Added	Holders
Q4 2024	15,731	$7.13M	0.3%	+1,316+9.1%	Added	Holders
Q3 2024	14,415	$6.63M	0.3%	−276−1.9%	Reduced	Holders
Q2 2024	14,691	$5.98M	0.3%	+1,706+13.1%	Added	Holders
Q1 2024	12,985	$5.46M	0.3%	+884+7.3%	Added	Holders
Q4 2023	12,101	$4.32M	0.3%	−78−0.6%	Reduced	Holders
Q3 2023	12,179	$4.27M	0.3%	−2,198−15.3%	Reduced	Holders
Q2 2023	14,377	$4.90M	0.3%	−5,448−27.5%	Reduced	Holders
Q1 2023	19,825	$6.12M	0.3%	+1,048+5.6%	Added	Holders
Q4 2022	18,777	$5.80M	0.4%	+1,864+11.0%	Added	Holders
Q3 2022	16,913	$4.52M	0.3%	+3,501+26.1%	Added	Holders
Q2 2022	13,412	$3.66M	0.3%	+97+0.7%	Added	Holders
Q1 2022	13,315	$4.70M	0.3%	+1,704+14.7%	Added	Holders
Q4 2021	11,611	$3.47M	0.2%	−507−4.2%	Reduced	Holders
Q3 2021	12,118	$3.31M	0.3%	+738+6.5%	Added	Holders
Q2 2021	11,380	$3.16M	0.2%	+1,811+18.9%	Added	Holders
Q1 2021	9,569	$2.44M	0.2%	–	–	Holders

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