TRUE Private Wealth Advisors

SEC CIK: 0001667074
Latest filing: Jul 23, 2026

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BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by TRUE Private 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): 11,996
Value: $6.00M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by TRUE Private Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,996	$6.00M	0.5%	−240−2.0%	Reduced	Holders
Q1 2026	12,236	$5.86M	0.6%	+126+1.0%	Added	Holders
Q4 2025	12,110	$6.09M	0.6%	+8+0.1%	Added	Holders
Q3 2025	12,102	$6.08M	0.6%	+60.0%	Added	Holders
Q2 2025	12,096	$5.88M	0.7%	−1,315−9.8%	Reduced	Holders
Q1 2025	13,411	$7.14M	0.9%	−1,100−7.6%	Reduced	Holders
Q4 2024	14,511	$6.58M	0.8%	−130−0.9%	Reduced	Holders
Q3 2024	14,641	$6.74M	0.8%	−691−4.5%	Reduced	Holders
Q2 2024	15,332	$6.24M	0.7%	−424−2.7%	Reduced	Holders
Q1 2024	15,756	$6.63M	0.8%	−1,886−10.7%	Reduced	Holders
Q4 2023	17,642	$6.29M	0.8%	+1,019+6.1%	Added	Holders
Q3 2023	16,623	$5.82M	0.8%	+389+2.4%	Added	Holders
Q2 2023	16,234	$5.54M	0.8%	−10.0%	Reduced	Holders
Q1 2023	16,235	$5.01M	0.7%	+196+1.2%	Added	Holders
Q4 2022	16,039	$4.95M	0.8%	+620+4.0%	Added	Holders
Q3 2022	15,419	$4.12M	0.6%	+1,243+8.8%	Added	Holders
Q2 2022	14,176	$3.87M	0.6%	+761+5.7%	Added	Holders
Q1 2022	13,415	$4.38M	0.6%	−361−2.6%	Reduced	Holders
Q4 2021	13,776	$4.12M	0.6%	+535+4.0%	Added	Holders
Q3 2021	13,241	$3.61M	0.5%	−20.0%	Reduced	Holders
Q2 2021	13,243	$3.68M	0.5%	−476−3.5%	Reduced	Holders
Q1 2021	13,719	$3.50M	0.6%	–	–	Holders

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