Trinity Financial Advisors LLC

SEC CIK: 0001809574
Latest filing: Jul 6, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Trinity Financial Advisors LLC, 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): 41,247
Value: $20.6M
% of portfolio: 5.3%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Trinity Financial Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	41,247	$20.6M	5.3%	−678−1.6%	Reduced	Holders
Q1 2026	41,925	$20.1M	5.7%	+558+1.3%	Added	Holders
Q4 2025	41,367	$20.8M	5.8%	−186−0.4%	Reduced	Holders
Q3 2025	41,553	$20.9M	6.0%	−359−0.9%	Reduced	Holders
Q2 2025	41,912	$20.4M	6.2%	+39+0.1%	Added	Holders
Q1 2025	41,873	$22.2M	8.0%	+1,697+4.2%	Added	Holders
Q4 2024	40,176	$18.1M	6.9%	+826+2.1%	Added	Holders
Q3 2024	39,350	$15.8M	7.1%	+423+1.1%	Added	Holders
Q2 2024	38,927	$15.8M	7.1%	+664+1.7%	Added	Holders
Q1 2024	38,263	$16.1M	7.2%	+1,406+3.8%	Added	Holders
Q4 2023	36,857	$13.1M	6.4%	+979+2.7%	Added	Holders
Q3 2023	35,878	$12.6M	6.7%	+2,131+6.3%	Added	Holders
Q2 2023	33,747	$11.5M	6.2%	+2,610+8.4%	Added	Holders
Q1 2023	31,137	$9.61M	5.9%	+1,795+6.1%	Added	Holders
Q4 2022	29,342	$9.06M	6.0%	+922+3.2%	Added	Holders
Q3 2022	28,420	$7.59M	5.5%	+1,248+4.6%	Added	Holders
Q2 2022	27,172	$7.42M	5.5%	+2,421+9.8%	Added	Holders
Q1 2022	24,751	$8.73M	5.5%	+1,259+5.4%	Added	Holders
Q4 2021	23,492	$7.02M	4.2%	−315−1.3%	Reduced	Holders
Q3 2021	23,807	$6.50M	4.3%	−1,257−5.0%	Reduced	Holders
Q2 2021	25,064	$6.97M	4.9%	+221+0.9%	Added	Holders
Q1 2021	24,843	$6.35M	4.9%	–	–	Holders

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