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Livermore
Livermore
ZHEN

Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Collaborative Wealth Managment Inc., 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)
894
Value
$447.3K
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of BRK.B by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026894$447.3K0.2%+1+0.1%AddedHolders
Q1 2026893$427.9K0.2%−801−47.3%ReducedHolders
Q4 20251,694$851.5K0.3%+756+80.6%AddedHolders
Q3 2025938$471.6K0.2%00.0%UnchangedHolders
Q2 2025938$455.7K0.2%00.0%UnchangedHolders
Q1 2025938$499.6K0.2%−32−3.3%ReducedHolders
Q4 2024970$439.7K0.2%−3−0.3%ReducedHolders
Q3 2024973$447.8K0.2%−45−4.4%ReducedHolders
Q2 20241,018$414.1K0.2%+3+0.3%AddedHolders
Q1 20241,015$426.8K0.2%−50−4.7%ReducedHolders
Q4 20231,065$379.8K0.2%00.0%UnchangedHolders
Q3 20231,065$373.1K0.2%−27−2.5%ReducedHolders
Q2 20231,092$372.4K0.2%−50−4.4%ReducedHolders
Q1 20231,142$352.6K0.2%−53−4.4%ReducedHolders
Q4 20221,195$369.1K0.2%−1−0.1%ReducedHolders
Q3 20221,196$319.0K0.2%−44−3.5%ReducedHolders
Q2 20221,240$339.0K0.2%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20211,236$370.0K0.2%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20211,241$438.0K0.3%––Holders

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