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Livermore
Livermore
ZHEN

Shared Vision Wealth Group LLC

SEC CIK
0002008178
Latest filing
Jul 31, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Shared Vision Wealth Group 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)
1,546
Value
$773.7K
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of BRK.B by Shared Vision Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,546$773.7K0.3%−52−3.3%ReducedHolders
Q1 20261,598$765.9K0.3%00.0%UnchangedHolders
Q4 20251,598$772.7K0.3%00.0%UnchangedHolders
Q3 20251,598$786.0K0.3%00.0%UnchangedHolders
Q2 20251,598$754.2K0.4%+27+1.7%AddedHolders
Q1 20251,571$836.8K0.5%+15+1.0%AddedHolders
Q4 20241,556$705.4K0.4%00.0%UnchangedHolders
Q3 20241,556$716.2K0.4%00.0%UnchangedHolders
Q2 20241,556$633.1K0.4%00.0%UnchangedHolders
Q1 20241,556$654.4K0.4%00.0%UnchangedHolders
Q4 20231,556$555.0K0.4%–No prior filingHolders