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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by HighMark Wealth Management 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)
311
Value
$155.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026311$155.6K0.1%00.0%UnchangedHolders
Q1 2026311$149.0K0.1%00.0%UnchangedHolders
Q4 2025311$156.3K0.1%00.0%UnchangedHolders
Q3 2025311$156.4K0.1%−870−73.7%ReducedHolders
Q2 20251,181$573.7K0.3%+539+84.0%AddedHolders
Q1 2025642$341.9K0.2%−55−7.9%ReducedHolders
Q4 2024697$316.2K0.2%+277+66.0%AddedHolders
Q3 2024420$193.4K0.1%+21+5.3%AddedHolders
Q2 2024399$162.3K0.1%00.0%UnchangedHolders
Q1 2024399$174.1K0.1%00.0%UnchangedHolders
Q4 2023399$142.3K0.1%+5+1.3%AddedHolders
Q3 2023394$138.2K0.1%+25+6.8%AddedHolders
Q2 2023369$125.8K0.1%00.0%UnchangedHolders
Q1 2023369$113.9K0.1%−145−28.2%ReducedHolders
Q4 2022514$158.8K0.1%00.0%UnchangedHolders
Q3 2022514$137.0K0.1%+25+5.1%AddedHolders
Q2 2022489$134.0K0.1%00.0%UnchangedHolders
Q1 2022489$173.0K0.1%+125+34.3%AddedHolders
Q4 2021364$109.0K0.1%00.0%UnchangedHolders
Q3 2021364$99.0K0.1%−56−13.3%ReducedHolders
Q2 2021420$117.0K0.1%−39−8.5%ReducedHolders
Q1 2021459$117.0K0.1%––Holders

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