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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by XML Financial, 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)
36,078
Value
$18.1M
% of portfolio
1.3%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,078$18.1M1.3%+2,243+6.6%AddedHolders
Q1 202633,835$16.2M1.3%−868−2.5%ReducedHolders
Q4 202534,703$17.4M1.4%−2,909−7.7%ReducedHolders
Q3 202537,612$18.9M1.5%−1,484−3.8%ReducedHolders
Q2 202539,096$19.0M1.6%+539+1.4%AddedHolders
Q1 202538,557$20.5M1.9%−86−0.2%ReducedHolders
Q4 202438,643$17.5M1.6%+1,281+3.4%AddedHolders
Q3 202437,362$17.2M1.6%+2,469+7.1%AddedHolders
Q2 202434,893$14.2M1.4%−336−1.0%ReducedHolders
Q1 202435,229$14.8M1.5%−1,995−5.4%ReducedHolders
Q4 202337,224$13.3M1.4%+288+0.8%AddedHolders
Q3 202336,936$12.9M1.6%+435+1.2%AddedHolders
Q2 202336,501$12.4M1.4%+212+0.6%AddedHolders
Q1 202336,289$11.2M1.4%+768+2.2%AddedHolders
Q4 202235,521$11.0M1.4%+3,501+10.9%AddedHolders
Q3 202232,020$8.55M1.2%+24,496+325.6%AddedHolders
Q2 20227,524$2.05M0.5%−20,816−73.5%ReducedHolders
Q1 202228,340$10.0M1.2%+414+1.5%AddedHolders
Q4 202127,926$8.35M1.0%−156−0.6%ReducedHolders
Q3 202128,082$7.67M1.0%+20,766+283.8%AddedHolders
Q2 20217,316$2.03M0.4%00.0%UnchangedHolders
Q1 20217,316$1.87M0.5%––Holders

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