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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

BRK.B 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.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
298,883
Value
$149.6M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026298,883$149.6M0.7%+22,662+8.2%AddedHolders
Q1 2026276,221$132.4M0.7%+10,338+3.9%AddedHolders
Q4 2025265,883$133.6M0.8%−12,193−4.4%ReducedHolders
Q3 2025278,076$139.8M0.9%+31,105+12.6%AddedHolders
Q2 2025246,971$120.0M0.9%+15,661+6.8%AddedHolders
Q1 2025231,310$123.2M1.0%+7,098+3.2%AddedHolders
Q4 2024224,212$101.6M0.9%+16,756+8.1%AddedHolders
Q3 2024207,456$95.5M0.9%+7,860+3.9%AddedHolders
Q2 2024199,596$81.2M0.8%+1,891+1.0%AddedHolders
Q1 2024197,705$83.1M0.9%−57,889−22.6%ReducedHolders
Q4 2023255,594$98.5M0.5%+56,875+28.6%AddedHolders
Q3 2023198,719$69.6M0.4%+27,277+15.9%AddedHolders
Q2 2023171,442$58.5M0.4%+18,090+11.8%AddedHolders
Q1 2023153,352$47.4M0.3%+5,492+3.7%AddedHolders
Q4 2022147,860$45.7M0.3%+4,457+3.1%AddedHolders
Q3 2022143,403$38.3M0.3%+7,708+5.7%AddedHolders
Q2 2022135,695$37.0M0.3%+7,456+5.8%AddedHolders
Q1 2022128,239$45.3M0.3%+16,119+14.4%AddedHolders
Q4 2021112,120$33.5M0.2%+4,168+3.9%AddedHolders
Q3 2021107,952$29.5M0.2%−6,245−5.5%ReducedHolders
Q2 2021114,197$31.7M0.3%+27,757+32.1%AddedHolders
Q1 202186,440$22.1M0.2%––Holders

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