Skip to main content
Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Primoris 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)
1,745
Value
$873.2K
% of portfolio
0.4%
Quarters held
17
Since Q2 2022
Holdings of BRK.B by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,745$873.2K0.4%+269+18.2%AddedHolders
Q1 20261,476$707.3K0.5%+392+36.2%AddedHolders
Q4 20251,084$544.9K0.3%−117−9.7%ReducedHolders
Q3 20251,201$603.8K0.4%+153+14.6%AddedHolders
Q2 20251,048$509.1K0.3%+162+18.3%AddedHolders
Q1 2025886$498.5K0.4%+56+6.7%AddedHolders
Q4 2024830$376.2K0.3%−87−9.5%ReducedHolders
Q3 2024917$491.1K0.4%−175−16.0%ReducedHolders
Q2 20241,092$444.2K0.4%−511−31.9%ReducedHolders
Q1 20241,603$655.6K0.5%+143+9.8%AddedHolders
Q4 20231,460$520.7K0.5%+48+3.4%AddedHolders
Q3 20231,412$494.6K0.6%+27+1.9%AddedHolders
Q2 20231,385$472.3K0.5%−699−33.5%ReducedHolders
Q1 20232,084$643.5K0.8%−334−13.8%ReducedHolders
Q4 20222,418$623.4K1.0%+5+0.2%AddedHolders
Q3 20222,413$646.0K1.2%−132−5.2%ReducedHolders
Q2 20222,545$694.0K1.0%+2,545NewHolders