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Livermore
Livermore
ZHEN

Consilio Wealth Advisors, LLC

SEC CIK
0001908944
Latest filing
Aug 10, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Consilio Wealth Advisors, 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)
2,483
Value
$1.24M
% of portfolio
0.3%
Quarters held
16
Since Q3 2022
Holdings of BRK.B by Consilio Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,483$1.24M0.3%−140−5.3%ReducedHolders
Q1 20262,623$1.26M0.4%+154+6.2%AddedHolders
Q4 20252,469$1.24M0.4%−35−1.4%ReducedHolders
Q3 20252,504$1.26M0.4%+78+3.2%AddedHolders
Q2 20252,426$1.18M0.4%−8−0.3%ReducedHolders
Q1 20252,434$1.30M0.5%+49+2.1%AddedHolders
Q4 20242,385$1.08M0.4%+40+1.7%AddedHolders
Q3 20242,345$1.08M0.4%−58−2.4%ReducedHolders
Q2 20242,403$977.7K0.4%+33+1.4%AddedHolders
Q1 20242,370$996.6K0.5%+199+9.2%AddedHolders
Q4 20232,171$774.3K0.4%+758+53.6%AddedHolders
Q3 20231,413$484.9K0.3%+145+11.4%AddedHolders
Q2 20231,268$432.4K0.2%+180+16.5%AddedHolders
Q1 20231,088$335.9K0.2%+127+13.2%AddedHolders
Q4 2022961$296.9K0.2%+66+7.4%AddedHolders
Q3 2022895$239.0K0.2%+895NewHolders