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Livermore
Livermore
ZHEN

Laurel Wealth Planning LLC

SEC CIK
0001842010
Latest filing
Jul 30, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Laurel Wealth Planning 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)
3,987
Value
$2.00M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by Laurel Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,987$2.00M0.9%−100−2.4%ReducedHolders
Q1 20264,087$1.96M1.0%−364−8.2%ReducedHolders
Q4 20254,451$2.24M1.2%+73+1.7%AddedHolders
Q3 20254,378$2.20M1.2%00.0%UnchangedHolders
Q2 20254,378$2.13M1.2%−6−0.1%ReducedHolders
Q1 20254,384$2.33M1.6%−469−9.7%ReducedHolders
Q4 20244,853$2.20M1.4%+1,126+30.2%AddedHolders
Q3 20243,727$1.72M1.1%00.0%UnchangedHolders
Q2 20243,727$1.52M1.1%−41−1.1%ReducedHolders
Q1 20243,768$1.58M1.1%+9+0.2%AddedHolders
Q4 20233,759$1.34M0.9%−203−5.1%ReducedHolders
Q3 20233,962$1.39M1.1%00.0%UnchangedHolders
Q2 20233,962$1.35M1.0%−151−3.7%ReducedHolders
Q1 20234,113$1.27M0.8%00.0%UnchangedHolders
Q4 20224,113$1.27M0.8%00.0%UnchangedHolders
Q3 20224,113$1.10M0.8%+475+13.1%AddedHolders
Q2 20223,638$993.0K0.7%−250−6.4%ReducedHolders
Q1 20223,888$1.37M0.9%00.0%UnchangedHolders
Q4 20213,888$1.16M0.9%+99+2.6%AddedHolders
Q3 20213,789$1.03M0.8%+1,311+52.9%AddedHolders
Q2 20212,478$689.0K0.6%+2,323+1,498.7%AddedHolders
Q1 2021155$40.0K<0.1%––Holders

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