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Livermore
Livermore
ZHEN

Twelve Points Wealth Management LLC

SEC CIK
0001877090
Latest filing
Aug 7, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Twelve Points Wealth Management 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)
2,293
Value
$1.15M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of BRK.B by Twelve Points Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,293$1.15M0.2%+100+4.6%AddedHolders
Q1 20262,193$1.05M0.2%+100+4.8%AddedHolders
Q4 20252,093$1.04M0.2%+66+3.3%AddedHolders
Q3 20252,027$1.02M0.3%+140+7.4%AddedHolders
Q2 20251,887$916.6K0.2%00.0%UnchangedHolders
Q1 20251,887$1.00M0.3%+159+9.2%AddedHolders
Q4 20241,728$783.3K0.2%−89−4.9%ReducedHolders
Q3 20241,817$836.3K0.3%+17+0.9%AddedHolders
Q2 20241,800$732.2K0.3%+61+3.5%AddedHolders
Q1 20241,739$731.3K0.3%−8−0.5%ReducedHolders
Q4 20231,747$623.1K0.3%00.0%UnchangedHolders
Q3 20231,747$612.0K0.3%+21+1.2%AddedHolders
Q2 20231,726$588.6K0.3%−30−1.7%ReducedHolders
Q1 20231,756$542.2K0.3%−200−10.2%ReducedHolders
Q4 20221,956$604.2K0.4%−10−0.5%ReducedHolders
Q3 20221,966$525.0K0.4%+29+1.5%AddedHolders
Q2 20221,937$529.0K0.4%+200+11.5%AddedHolders
Q1 20221,737$613.0K0.5%−21−1.2%ReducedHolders
Q4 20211,758$526.0K0.4%–No prior filingHolders