Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Wealthspire 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): 83,596
Value: $41.8M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	83,596	$41.8M	0.2%	+16,829+25.2%	Added	Holders
Q1 2026	66,767	$32.0M	0.3%	−3,525−5.0%	Reduced	Holders
Q4 2025	70,292	$35.3M	0.3%	+6,900+10.9%	Added	Holders
Q3 2025	63,392	$31.9M	0.2%	−368−0.6%	Reduced	Holders
Q2 2025	63,760	$31.0M	0.2%	−1,969−3.0%	Reduced	Holders
Q1 2025	65,729	$35.0M	0.2%	+2,199+3.5%	Added	Holders
Q4 2024	63,530	$28.8M	0.3%	+3,187+5.3%	Added	Holders
Q3 2024	60,343	$27.8M	0.3%	+8,463+16.3%	Added	Holders
Q2 2024	51,880	$21.1M	0.3%	+582+1.1%	Added	Holders
Q1 2024	51,298	$21.6M	0.3%	−1,609−3.0%	Reduced	Holders
Q4 2023	52,907	$18.9M	0.3%	−733−1.4%	Reduced	Holders
Q3 2023	53,640	$18.8M	0.3%	+15,657+41.2%	Added	Holders
Q2 2023	37,983	$13.0M	0.2%	+1,964+5.5%	Added	Holders
Q1 2023	36,019	$11.1M	0.2%	−2,680−6.9%	Reduced	Holders
Q4 2022	38,699	$12.0M	0.2%	+4,085+11.8%	Added	Holders
Q3 2022	34,614	$9.24M	0.2%	+91+0.3%	Added	Holders
Q2 2022	34,523	$9.43M	0.2%	+12,681+58.1%	Added	Holders
Q1 2022	21,842	$7.71M	0.2%	−4,690−17.7%	Reduced	Holders
Q4 2021	26,532	$7.93M	0.2%	−6,158−18.8%	Reduced	Holders
Q3 2021	32,690	$8.92M	0.2%	+10,993+50.7%	Added	Holders
Q2 2021	21,697	$6.03M	0.2%	−26,001−54.5%	Reduced	Holders
Q1 2021	47,698	$12.2M	0.3%	–	–	Holders

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