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Livermore
Livermore
ZHEN

Refined Wealth Management

SEC CIK
0001724729
Latest filing
Jul 21, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Refined Wealth Management, 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)
698
Value
$349.3K
% of portfolio
0.2%
Quarters held
17
Since Q4 2021
Holdings of BRK.B by Refined Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026698$349.3K0.2%−162−18.8%ReducedHolders
Q1 2026860$412.1K0.3%00.0%UnchangedHolders
Q4 2025860$432.3K0.3%00.0%UnchangedHolders
Q3 2025860$432.4K0.3%+162+23.2%AddedHolders
Q2 2025698$339.1K0.2%00.0%UnchangedHolders
Q1 2025698$371.7K0.3%00.0%UnchangedHolders
Q4 2024698$316.4K0.2%00.0%UnchangedHolders
Q3 2024698$321.3K0.2%−10−1.4%ReducedHolders
Q2 2024708$288.0K0.2%+2+0.3%AddedHolders
Q1 2024706$296.9K0.2%00.0%UnchangedHolders
Q4 2023706$251.8K0.2%00.0%UnchangedHolders
Q3 2023706$247.3K0.2%00.0%UnchangedHolders
Q2 2023706$240.7K0.2%00.0%UnchangedHolders
Q1 2023706$218.0K0.2%00.0%UnchangedHolders
Q4 2022706$218.1K0.2%+706NewHolders
Q2 20220$00.0%−706−100.0%Sold outHolders
Q1 2022706$249.0K0.2%00.0%UnchangedHolders
Q4 2021706$211.0K0.2%+706NewHolders