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Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Aries 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)
3,182
Value
$1.59M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,182$1.59M0.3%−38−1.2%ReducedHolders
Q1 20263,220$1.54M0.3%−127−3.8%ReducedHolders
Q4 20253,347$1.68M0.4%−200−5.6%ReducedHolders
Q3 20253,547$1.78M0.4%+222+6.7%AddedHolders
Q2 20253,325$1.62M0.4%−1,584−32.3%ReducedHolders
Q1 20254,909$2.61M0.7%+152+3.2%AddedHolders
Q4 20244,757$2.16M0.6%−23−0.5%ReducedHolders
Q3 20244,780$2.20M0.6%+11+0.2%AddedHolders
Q2 20244,769$1.94M0.6%−14−0.3%ReducedHolders
Q1 20244,783$2.01M0.6%+80+1.7%AddedHolders
Q4 20234,703$1.68M0.6%−107−2.2%ReducedHolders
Q3 20234,810$1.67M0.7%+55+1.2%AddedHolders
Q2 20234,755$1.62M0.6%−246−4.9%ReducedHolders
Q1 20235,001$1.54M0.6%+114+2.3%AddedHolders
Q4 20224,887$1.51M0.7%+1,484+43.6%AddedHolders
Q3 20223,403$1.00M0.4%+26+0.8%AddedHolders
Q2 20223,377$922.0K0.4%+2,032+151.1%AddedHolders
Q1 20221,345$475.0K0.2%−2,134−61.3%ReducedHolders
Q4 20213,479$1.04M0.4%00.0%UnchangedHolders
Q3 20213,479$950.0K0.4%−132−3.7%ReducedHolders
Q2 20213,611$1.00M0.4%+25+0.7%AddedHolders
Q1 20213,586$959.0K0.4%––Holders

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