Skip to main content

Client 1st Advisory Group, LLC

SEC CIK
0001802816
Latest filing
Jul 13, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Client 1st Advisory Group, 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)
972
Value
$486.4K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of BRK.B by Client 1st Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026972$486.4K0.1%+226+30.3%AddedHolders
Q1 2026746$357.5K0.1%−211−22.0%ReducedHolders
Q4 2025957$481.0K0.2%+22+2.4%AddedHolders
Q3 2025935$470.1K0.2%−437−31.9%ReducedHolders
Q2 20251,372$666.5K0.2%+59+4.5%AddedHolders
Q1 20251,313$699.3K0.3%+64+5.1%AddedHolders
Q4 20241,249$566.1K0.2%−10−0.8%ReducedHolders
Q3 20241,259$579.5K0.2%+78+6.6%AddedHolders
Q2 20241,181$480.4K0.2%−20−1.7%ReducedHolders
Q1 20241,201$505.0K0.2%−20−1.6%ReducedHolders
Q4 20231,221$435.5K0.2%00.0%UnchangedHolders
Q3 20231,221$427.7K0.2%−30−2.4%ReducedHolders
Q2 20231,251$426.6K0.2%+30+2.5%AddedHolders
Q1 20231,221$377.0K0.2%00.0%UnchangedHolders
Q4 20221,221$377.2K0.2%00.0%UnchangedHolders
Q3 20221,221$326.0K0.2%00.0%UnchangedHolders
Q2 20221,221$333.0K0.2%−67−5.2%ReducedHolders
Q1 20221,288$455.0K0.2%00.0%UnchangedHolders
Q4 20211,288$385.0K0.2%00.0%UnchangedHolders
Q3 20211,288$352.0K0.2%+52+4.2%AddedHolders
Q2 20211,236$344.0K0.2%+1,236NewHolders