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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Advisor OS, 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)
7,636
Value
$3.82M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,636$3.82M0.3%−232−2.9%ReducedHolders
Q1 20267,868$3.77M0.3%+585+8.0%AddedHolders
Q4 20257,283$3.66M0.3%−37−0.5%ReducedHolders
Q3 20257,320$3.68M0.3%+333+4.8%AddedHolders
Q2 20256,987$3.39M0.3%−701−9.1%ReducedHolders
Q1 20257,688$4.09M0.5%+550+7.7%AddedHolders
Q4 20247,138$3.24M0.4%−1,668−18.9%ReducedHolders
Q3 20248,806$4.05M0.4%−833−8.6%ReducedHolders
Q2 20249,639$3.92M0.4%+2,207+29.7%AddedHolders
Q1 20247,432$3.13M0.4%+560+8.1%AddedHolders
Q4 20236,872$2.45M0.3%+3,136+83.9%AddedHolders
Q3 20233,736$1.31M0.2%+380+11.3%AddedHolders
Q2 20233,356$1.14M0.2%+1,404+71.9%AddedHolders
Q1 20231,952$602.7K0.1%+977+100.2%AddedHolders
Q4 2022975$301.2K0.1%+42+4.5%AddedHolders
Q3 2022933$249.0K0.1%00.0%UnchangedHolders
Q2 2022933$256.0K0.1%−25−2.6%ReducedHolders
Q1 2022958$338.0K0.1%−3,027−76.0%ReducedHolders
Q4 20213,985$1.19M0.2%+178+4.7%AddedHolders
Q3 20213,807$1.04M0.2%−58−1.5%ReducedHolders
Q2 20213,865$1.07M0.2%+58+1.5%AddedHolders
Q1 20213,807$972.0K0.2%––Holders

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