Curtis Advisory Group, LLC

SEC CIK: 0001664656
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Curtis Advisory Group, 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): 12,537
Value: $6.27M
% of portfolio: 1.2%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Curtis Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,537	$6.27M	1.2%	+301+2.5%	Added	Holders
Q1 2026	12,236	$5.86M	1.3%	−50.0%	Reduced	Holders
Q4 2025	12,241	$6.15M	1.3%	−20−0.2%	Reduced	Holders
Q3 2025	12,261	$6.16M	1.4%	+290+2.4%	Added	Holders
Q2 2025	11,971	$5.82M	1.5%	+1,060+9.7%	Added	Holders
Q1 2025	10,911	$5.81M	1.7%	−49−0.4%	Reduced	Holders
Q4 2024	10,960	$4.97M	1.3%	−12−0.1%	Reduced	Holders
Q3 2024	10,972	$5.05M	1.4%	00.0%	Unchanged	Holders
Q2 2024	10,972	$4.46M	1.6%	−30−0.3%	Reduced	Holders
Q1 2024	11,002	$4.63M	1.8%	−97−0.9%	Reduced	Holders
Q4 2023	11,099	$3.96M	1.8%	−54−0.5%	Reduced	Holders
Q3 2023	11,153	$3.91M	1.3%	00.0%	Unchanged	Holders
Q2 2023	11,153	$3.80M	1.2%	+36+0.3%	Added	Holders
Q1 2023	11,117	$3.43M	1.3%	+73+0.7%	Added	Holders
Q4 2022	11,044	$3.41M	1.4%	−15,995−59.2%	Reduced	Holders
Q3 2022	27,039	$7.22M	3.0%	−20−0.1%	Reduced	Holders
Q2 2022	27,059	$7.39M	2.9%	+15,846+141.3%	Added	Holders
Q1 2022	11,213	$3.96M	1.3%	−144−1.3%	Reduced	Holders
Q4 2021	11,357	$3.40M	1.1%	+40+0.4%	Added	Holders
Q3 2021	11,317	$3.09M	1.1%	−24−0.2%	Reduced	Holders
Q2 2021	11,341	$3.15M	1.4%	+93+0.8%	Added	Holders
Q1 2021	11,248	$2.87M	1.3%	–	–	Holders

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