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Livermore
Livermore
ZHEN

Smith & Howard Wealth Management, LLC

SEC CIK
0001543991
Latest filing
Aug 3, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Smith & Howard 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)
7,916
Value
$3.96M
% of portfolio
0.8%
Quarters held
20
Since Q1 2021
Holdings of BRK.B by Smith & Howard Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,916$3.96M0.8%−25−0.3%ReducedHolders
Q1 20267,941$3.81M0.8%−112−1.4%ReducedHolders
Q4 20258,053$4.05M0.9%−322−3.8%ReducedHolders
Q3 20258,375$4.21M1.0%+8,375NewHolders
Q1 20250$00.0%−8,145−100.0%Sold outHolders
Q4 20248,145$3.69M1.0%−478−5.5%ReducedHolders
Q3 20248,623$3.97M1.1%−1,814−17.4%ReducedHolders
Q2 202410,437$4.25M1.3%−268−2.5%ReducedHolders
Q1 202410,705$4.50M1.4%−1,725−13.9%ReducedHolders
Q4 202312,430$4.43M1.6%−1,154−8.5%ReducedHolders
Q3 202313,584$4.76M1.7%−2,365−14.8%ReducedHolders
Q2 202315,949$5.44M1.9%−3,375−17.5%ReducedHolders
Q1 202319,324$5.97M2.1%−788−3.9%ReducedHolders
Q4 202220,112$6.21M2.4%−2,220−9.9%ReducedHolders
Q3 202222,332$5.96M2.5%+1,088+5.1%AddedHolders
Q2 202221,244$5.80M2.5%−846−3.8%ReducedHolders
Q1 202222,090$7.80M3.3%−684−3.0%ReducedHolders
Q4 202122,774$6.81M3.1%−2,092−8.4%ReducedHolders
Q3 202124,866$6.79M3.2%−439−1.7%ReducedHolders
Q2 202125,305$7.03M3.3%−3,268−11.4%ReducedHolders
Q1 202128,573$7.30M3.7%––Holders

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