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Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Centric 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)
6,833
Value
$3.20M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,833$3.20M0.5%00.0%UnchangedHolders
Q1 20266,833$3.20M0.6%−113−1.6%ReducedHolders
Q4 20256,946$3.38M0.7%+250+3.7%AddedHolders
Q3 20256,696$3.20M0.7%+418+6.7%AddedHolders
Q2 20256,278$2.92M0.7%−208−3.2%ReducedHolders
Q1 20256,486$3.45M0.9%+1,113+20.7%AddedHolders
Q4 20245,373$2.44M0.7%+668+14.2%AddedHolders
Q3 20244,705$2.21M0.6%+77+1.7%AddedHolders
Q2 20244,628$2.03M0.6%+10.0%AddedHolders
Q1 20244,627$1.84M0.6%+144+3.2%AddedHolders
Q4 20234,483$1.75M0.6%+351+8.5%AddedHolders
Q3 20234,132$1.45M0.6%+6+0.1%AddedHolders
Q2 20234,126$1.41M0.6%+2,079+101.6%AddedHolders
Q1 20232,047$632.1K0.3%−10.0%ReducedHolders
Q4 20222,048$632.6K0.3%00.0%UnchangedHolders
Q3 20222,048$547.0K0.2%−57−2.7%ReducedHolders
Q2 20222,105$575.0K0.2%−100−4.5%ReducedHolders
Q1 20222,205$778.0K0.2%+109+5.2%AddedHolders
Q4 20212,096$627.0K0.2%+25+1.2%AddedHolders
Q3 20212,071$565.0K0.2%+36+1.8%AddedHolders
Q2 20212,035$566.0K0.2%−38−1.8%ReducedHolders
Q1 20212,073$530.0K0.2%––Holders

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