Great Valley Advisor Group, Inc.

SEC CIK: 0001769897
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Great Valley Advisor Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overview All 13F holders of BRK.B Full Q2 2026 holdings

Shares (Q2 2026): 34,523
Value: $17.3M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Great Valley Advisor Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,523	$17.3M	0.3%	−2,733−7.3%	Reduced	Holders
Q1 2026	37,256	$17.9M	0.3%	+1,827+5.2%	Added	Holders
Q4 2025	35,429	$17.8M	0.3%	+201+0.6%	Added	Holders
Q3 2025	35,228	$17.7M	0.4%	−383−1.1%	Reduced	Holders
Q2 2025	35,611	$17.3M	0.4%	−11,620−24.6%	Reduced	Holders
Q1 2025	47,231	$25.2M	0.5%	−415−0.9%	Reduced	Holders
Q4 2024	47,646	$21.6M	0.5%	+1,628+3.5%	Added	Holders
Q3 2024	46,018	$21.2M	0.5%	+1,230+2.7%	Added	Holders
Q2 2024	44,788	$18.2M	0.5%	+2,998+7.2%	Added	Holders
Q1 2024	41,790	$17.6M	0.5%	+18,235+77.4%	Added	Holders
Q4 2023	23,555	$8.40M	0.3%	+1,862+8.6%	Added	Holders
Q3 2023	21,693	$7.60M	0.3%	+107+0.5%	Added	Holders
Q2 2023	21,586	$7.36M	0.3%	+1,908+9.7%	Added	Holders
Q1 2023	19,678	$6.08M	0.3%	−11,977−37.8%	Reduced	Holders
Q4 2022	31,655	$9.78M	0.5%	−2,022−6.0%	Reduced	Holders
Q3 2022	33,677	$8.99M	0.5%	+1,791+5.6%	Added	Holders
Q2 2022	31,886	$8.71M	0.5%	+8,899+38.7%	Added	Holders
Q1 2022	22,987	$8.02M	0.5%	+4,069+21.5%	Added	Holders
Q4 2021	18,918	$5.63M	0.3%	−3,485−15.6%	Reduced	Holders
Q3 2021	22,403	$6.12M	0.4%	+3,116+16.2%	Added	Holders
Q2 2021	19,287	$5.34M	0.4%	+8,819+84.2%	Added	Holders
Q1 2021	10,468	$2.67M	0.3%	–	–	Holders

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