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Livermore
Livermore
ZHEN

Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Core Wealth Advisors, Inc., 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)
1,522
Value
$761.6K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,522$761.6K0.2%+530+53.4%AddedHolders
Q1 2026992$475.4K0.1%+202+25.6%AddedHolders
Q4 2025790$397.1K0.1%00.0%UnchangedHolders
Q3 2025790$397.2K0.1%−51−6.1%ReducedHolders
Q2 2025841$408.5K0.1%+130+18.3%AddedHolders
Q1 2025711$378.7K0.1%+150+26.7%AddedHolders
Q4 2024561$254.3K0.1%+30+5.6%AddedHolders
Q3 2024531$244.4K0.1%00.0%UnchangedHolders
Q2 2024531$216.0K0.1%00.0%UnchangedHolders
Q1 2024531$223.3K0.1%+8+1.5%AddedHolders
Q4 2023523$186.5K0.1%+106+25.4%AddedHolders
Q3 2023417$146.1K0.1%00.0%UnchangedHolders
Q2 2023417$142.2K0.1%+85+25.6%AddedHolders
Q1 2023332$102.5K<0.1%+116+53.7%AddedHolders
Q4 2022216$66.7K<0.1%00.0%UnchangedHolders
Q3 2022216$58.0K<0.1%00.0%UnchangedHolders
Q2 2022216$59.0K<0.1%00.0%UnchangedHolders
Q1 2022216$76.0K<0.1%00.0%UnchangedHolders
Q4 2021216$65.0K<0.1%−50−18.8%ReducedHolders
Q3 2021266$73.0K<0.1%−21−7.3%ReducedHolders
Q2 2021287$80.0K0.1%−2,076−87.9%ReducedHolders
Q1 20212,363$604.0K0.5%––Holders

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