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WorthPointe, LLC

SEC CIK
0001921448
Latest filing
Jul 31, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by WorthPointe, 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)
543
Value
$271.7K
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of BRK.B by WorthPointe, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026543$271.7K0.1%−25−4.4%ReducedHolders
Q1 2026568$272.2K0.1%−299−34.5%ReducedHolders
Q4 2025867$435.8K0.1%+137+18.8%AddedHolders
Q3 2025730$367.0K0.1%−5−0.7%ReducedHolders
Q2 2025735$357.0K0.2%+21+2.9%AddedHolders
Q1 2025714$380.3K0.2%−21−2.9%ReducedHolders
Q4 2024735$333.2K0.1%+14+1.9%AddedHolders
Q3 2024721$331.8K0.1%+2+0.3%AddedHolders
Q2 2024719$292.5K0.1%+20+2.9%AddedHolders
Q1 2024699$293.9K0.1%+41+6.2%AddedHolders
Q4 2023658$234.7K0.1%−277−29.6%ReducedHolders
Q3 2023935$327.5K0.2%+279+42.5%AddedHolders
Q2 2023656$223.7K0.1%+656NewHolders