Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Heritage Wealth Advisors, 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): 98,726
Value: $49.4M
% of portfolio: 1.7%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	98,726	$49.4M	1.7%	−1,918−1.9%	Reduced	Holders
Q1 2026	100,644	$48.2M	1.9%	−24,422−19.5%	Reduced	Holders
Q4 2025	125,066	$62.8M	2.4%	−578−0.5%	Reduced	Holders
Q3 2025	125,644	$63.2M	2.8%	+737+0.6%	Added	Holders
Q2 2025	124,907	$60.7M	2.9%	−648−0.5%	Reduced	Holders
Q1 2025	125,555	$66.9M	3.4%	+3,516+2.9%	Added	Holders
Q4 2024	122,039	$55.3M	2.7%	−7,822−6.0%	Reduced	Holders
Q3 2024	129,861	$59.8M	2.8%	−1,584−1.2%	Reduced	Holders
Q2 2024	131,445	$53.5M	2.4%	+3,180+2.5%	Added	Holders
Q1 2024	128,265	$53.9M	2.5%	+3,407+2.7%	Added	Holders
Q4 2023	124,858	$44.5M	2.2%	−6,122−4.7%	Reduced	Holders
Q3 2023	130,980	$45.9M	2.5%	+1,637+1.3%	Added	Holders
Q2 2023	129,343	$44.1M	2.3%	+1,147+0.9%	Added	Holders
Q1 2023	128,196	$39.6M	2.2%	+5,028+4.1%	Added	Holders
Q4 2022	123,168	$38.0M	2.2%	+4,866+4.1%	Added	Holders
Q3 2022	118,302	$31.6M	2.3%	+8,515+7.8%	Added	Holders
Q2 2022	109,787	$30.0M	2.1%	−1,548−1.4%	Reduced	Holders
Q1 2022	111,335	$39.3M	2.2%	+6,431+6.1%	Added	Holders
Q4 2021	104,904	$31.4M	1.7%	+14,670+16.3%	Added	Holders
Q3 2021	90,234	$24.6M	1.5%	+1,450+1.6%	Added	Holders
Q2 2021	88,784	$24.7M	1.5%	+7,815+9.7%	Added	Holders
Q1 2021	80,969	$20.7M	1.2%	–	–	Holders

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