Manager × security

Teamwork Financial Advisors, LLC BRK.B holdings history

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BERKSHIRE HATHAWAY INC-CL B · CUSIP 084670702 · CIK 1629931

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Log in to see them.
Citable facts

As of Jun 30, 2026, Teamwork Financial Advisors, LLC reported 5.37K BRK.B (shares), valued at $2.69M, or 0.25% of its reported non-derivative portfolio. Filed Jul 8, 2026.

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Portfolio weight and quantity history
Reported portfolio weight
0.25%
Shares
5.37K
5,370
Reported value
$2.69M
USD

Shares decreased 2.33%; reported value increased 1.99%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20260.25%5,370SEC filing ↗Filed Jul 8, 2026
Q1 20260.29%5,498SEC filing ↗Filed Apr 9, 2026
Q4 20250.35%6,450SEC filing ↗Filed Jan 9, 2026
Q3 20250.38%6,924SEC filing ↗Filed Oct 8, 2025
Q2 20250.43%7,262SEC filing ↗Filed Jul 7, 2025
Q1 20252.91%39,718SEC filing ↗Filed Apr 10, 2025
Q4 20240.39%6,589SEC filing ↗Filed Jan 17, 2025
Q3 20240.51%7,942SEC filing ↗Filed Oct 16, 2024
Q2 20240.50%8,319SEC filing ↗Filed Aug 6, 2024
Q1 20240.82%12,694SEC filing ↗Filed Apr 19, 2024
Q4 20230.96%15,743SEC filing ↗Filed Jan 19, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20230.96%15,743$5.61MThe prior quarter is outside the free window. Log in for the comparison.SEC filing ↗
Filed Jan 19, 2024
Q1 20240.82%12,694$5.34MShares decreased 19.37%; reported value decreased 4.93%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 19, 2024
Q2 20240.50%8,319$3.38MShares decreased 34.47%; reported value decreased 36.60%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 6, 2024
Q3 20240.51%7,942$3.66MShares decreased 4.53%; reported value increased 8.01%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 16, 2024
Q4 20240.39%6,589$2.99MShares decreased 17.04%; reported value decreased 18.29%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 17, 2025
Q1 20252.91%39,718$21.15MShares increased 502.79%; reported value increased 608.25%, and weight changed +2.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 10, 2025
Q2 20250.43%7,262$3.53MShares decreased 81.72%; reported value decreased 83.32%, and weight changed -2.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 7, 2025
Q3 20250.38%6,924$3.48MShares decreased 4.65%; reported value decreased 1.32%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 8, 2025
Q4 20250.35%6,450$3.24MShares decreased 6.85%; reported value decreased 6.86%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 9, 2026
Q1 20260.29%5,498$2.63MShares decreased 14.76%; reported value decreased 18.74%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 9, 2026
Q2 20260.25%5,370$2.69MShares decreased 2.33%; reported value increased 1.99%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 8, 2026
Teamwork Financial Advisors, LLC · BERKSHIRE HATHAWAY INC-CL B

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.