Arete Wealth Advisors, LLC

SEC CIK: 0001600151
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Arete Wealth 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 overview All 13F holders of BRK.B Full Q2 2026 holdings

Shares (Q2 2026): 17,746
Value: $8.88M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Arete Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,746	$8.88M	0.6%	+5,132+40.7%	Added	Holders
Q1 2026	12,614	$6.04M	0.5%	−3,374−21.1%	Reduced	Holders
Q4 2025	15,988	$8.04M	0.6%	−4,653−22.5%	Reduced	Holders
Q3 2025	20,641	$10.4M	0.7%	+17,614+581.9%	Added	Holders
Q2 2025	3,027	$1.47M	0.1%	−1,415−31.9%	Reduced	Holders
Q1 2025	4,442	$2.37M	0.2%	−21,944−83.2%	Reduced	Holders
Q4 2024	26,386	$12.0M	0.9%	+4,098+18.4%	Added	Holders
Q3 2024	22,288	$10.3M	0.9%	−19,428−46.6%	Reduced	Holders
Q2 2024	41,716	$17.0M	1.4%	+1,613+4.0%	Added	Holders
Q1 2024	40,103	$16.9M	1.6%	−188−0.5%	Reduced	Holders
Q4 2023	40,291	$14.4M	1.1%	+2,501+6.6%	Added	Holders
Q3 2023	37,790	$13.2M	2.3%	+3,140+9.1%	Added	Holders
Q2 2023	34,650	$13.9M	1.2%	+519+1.5%	Added	Holders
Q1 2023	34,131	$10.5M	0.9%	−1,445−4.1%	Reduced	Holders
Q4 2022	35,576	$17.5M	1.6%	+267+0.8%	Added	Holders
Q3 2022	35,309	$9.43M	0.9%	+4,219+13.6%	Added	Holders
Q2 2022	31,090	$8.49M	0.9%	+559+1.8%	Added	Holders
Q1 2022	30,531	$10.8M	0.9%	+5,701+23.0%	Added	Holders
Q4 2021	24,830	$7.46M	0.6%	+1,546+6.6%	Added	Holders
Q3 2021	23,284	$6.36M	0.7%	−725−3.0%	Reduced	Holders
Q2 2021	24,009	$4.48M	0.6%	−3,879−13.9%	Reduced	Holders
Q1 2021	27,888	$7.13M	0.9%	–	–	Holders

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