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Able Wealth Management LLC

SEC CIK
0002011908
Latest filing
Jul 29, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Able Wealth Management 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)
736
Value
$368.3K
% of portfolio
0.1%
Quarters held
4
Since Q4 2023
Holdings of BRK.B by Able Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026736$368.3K0.1%+198+36.8%AddedHolders
Q1 2026538$257.8K0.1%+538NewHolders
Q4 20250$00.0%−436−100.0%Sold outHolders
Q3 2025436$219.2K0.1%+436NewHolders
Q1 20240$00.0%−173−100.0%Sold outHolders
Q4 2023173$61.7K0.1%–No prior filingHolders