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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SEC CIK
0002016209
Latest filing
Aug 26, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2024
Holdings of BRK.B by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,518−100.0%Sold outHolders
Q1 20262,518$1.17M0.9%−843−25.1%ReducedHolders
Q4 20253,361$1.66M1.2%−41−1.2%ReducedHolders
Q3 20253,402$1.67M1.2%−4,264−55.6%ReducedHolders
Q2 20257,666$3.56M2.6%−4,007−34.3%ReducedHolders
Q1 202511,673$6.22M6.4%+9,477+431.6%AddedHolders
Q4 20242,196$995.4K1.0%–No prior filingHolders