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Livermore
Livermore
ZHEN

Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Wealth Dimensions Group, Ltd., 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)
1,606
Value
$803.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,606$803.9K0.1%−12−0.7%ReducedHolders
Q1 20261,618$775.3K0.2%+22+1.4%AddedHolders
Q4 20251,596$802.2K0.2%−102−6.0%ReducedHolders
Q3 20251,698$853.7K0.2%−172−9.2%ReducedHolders
Q2 20251,870$908.4K0.2%+69+3.8%AddedHolders
Q1 20251,801$959.2K0.2%−37−2.0%ReducedHolders
Q4 20241,838$833.1K0.2%−41−2.2%ReducedHolders
Q3 20241,879$864.8K0.2%−16−0.8%ReducedHolders
Q2 20241,895$770.9K0.2%−141−6.9%ReducedHolders
Q1 20242,036$856.2K0.3%−175−7.9%ReducedHolders
Q4 20232,211$788.6K0.2%−218−9.0%ReducedHolders
Q3 20232,429$850.9K0.3%00.0%UnchangedHolders
Q2 20232,429$828.3K0.3%+428+21.4%AddedHolders
Q1 20232,001$617.8K0.2%−875−30.4%ReducedHolders
Q4 20222,876$888.4K0.4%−237−7.6%ReducedHolders
Q3 20223,113$831.0K0.4%+50+1.6%AddedHolders
Q2 20223,063$836.0K0.4%+44+1.5%AddedHolders
Q1 20223,019$1.06M0.5%+19+0.6%AddedHolders
Q4 20213,000$897.0K0.4%−156−4.9%ReducedHolders
Q3 20213,156$861.0K0.6%+694+28.2%AddedHolders
Q2 20212,462$684.0K0.5%+227+10.2%AddedHolders
Q1 20212,235$571.0K0.4%––Holders

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