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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

BRK.A holding history

Berkshire Hathaway Inc in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.A overviewAll 13F holders of BRK.AFull Q2 2026 holdings

Shares (Q2 2026)
3
Value
$2.25M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of BRK.A by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263$2.25M<0.1%00.0%UnchangedHolders
Q1 20263$2.15M<0.1%+2+200.0%AddedHolders
Q4 20251$754.8K<0.1%−1−50.0%ReducedHolders
Q3 20252$1.51M<0.1%00.0%UnchangedHolders
Q2 20252$1.46M<0.1%00.0%UnchangedHolders
Q1 20252$1.60M<0.1%+2NewHolders
Q3 20240$00.0%−1−100.0%Sold outHolders
Q2 20241$612.2K<0.1%+1NewHolders
Q1 20240$00.0%−5−100.0%Sold outHolders
Q4 20235$2.91M<0.1%+1+25.0%AddedHolders
Q3 20234$2.13M<0.1%−11−73.3%ReducedHolders
Q2 202315$7.77M<0.1%00.0%UnchangedHolders
Q1 202315$6.98M<0.1%00.0%UnchangedHolders
Q4 202215$7.03M0.1%00.0%UnchangedHolders
Q3 202215$6.10M<0.1%+2+15.4%AddedHolders
Q2 202213$5.32M<0.1%+5+62.5%AddedHolders
Q1 20228$4.23M<0.1%00.0%UnchangedHolders
Q4 20218$3.60M<0.1%−1−11.1%ReducedHolders
Q3 20219$3.70M<0.1%00.0%UnchangedHolders
Q2 20219$3.77M<0.1%00.0%UnchangedHolders
Q1 20219$3.47M<0.1%––Holders

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