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Livermore
Livermore
ZHEN

Pacific Wealth Management

SEC CIK
0001852338
Latest filing
Aug 7, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Pacific Wealth Management, 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)
652
Value
$326.3K
% of portfolio
0.1%
Quarters held
14
Since Q1 2022
Holdings of BRK.B by Pacific Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026652$326.3K0.1%+40+6.5%AddedHolders
Q1 2026612$293.3K0.2%00.0%UnchangedHolders
Q4 2025612$307.6K0.1%00.0%UnchangedHolders
Q3 2025612$307.7K0.2%00.0%UnchangedHolders
Q2 2025612$297.3K0.1%00.0%UnchangedHolders
Q1 2025612$325.9K0.2%00.0%UnchangedHolders
Q4 2024612$277.4K0.1%00.0%UnchangedHolders
Q3 2024612$281.7K0.1%00.0%UnchangedHolders
Q2 2024612$249.0K0.1%00.0%UnchangedHolders
Q1 2024612$218.3K0.1%00.0%UnchangedHolders
Q4 2023612$218.3K0.1%00.0%UnchangedHolders
Q3 2023612$214.4K0.1%00.0%UnchangedHolders
Q2 2023612$208.7K0.1%+612NewHolders
Q2 20220$00.0%−612−100.0%Sold outHolders
Q1 2022612$216.0K0.2%+612NewHolders