BigSur Wealth Management LLC BRK.A holdings history
BERKSHIRE HATHAWAY INC-CL A · CUSIP 084670108 · CIK 1659171
As of 2026-06-30, BigSur Wealth Management LLC reported 27 BRK.A (shares), valued at $20.22M, or 4.87% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 12.50%; reported value increased 17.31%, 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.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.87% | 27 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 4.83% | 24 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 5.68% | 31 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 5.91% | 32 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 6.99% | 38 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 9.30% | 43 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 5.45% | 28 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 6.09% | 32 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 6.00% | 32 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 8.15% | 41 | SEC filing ↗Filed May 22, 2024 |
| Q4 2023 | 8.01% | 31 | SEC filing ↗Filed Feb 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 8.01% | 31 | $16.82M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 8.15% | 41 | $26.01M | Shares increased 32.26%; reported value increased 54.64%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 22, 2024 |
| Q2 2024 | 6.00% | 32 | $19.59M | Shares decreased 21.95%; reported value decreased 24.68%, and weight changed -2.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 6.09% | 32 | $22.12M | Shares unchanged; reported value increased 12.89%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 5.45% | 28 | $19.07M | Shares decreased 12.50%; reported value decreased 13.80%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 9.30% | 43 | $34.33M | Shares increased 53.57%; reported value increased 80.08%, and weight changed +3.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 6.99% | 38 | $27.69M | Shares decreased 11.63%; reported value decreased 19.34%, and weight changed -2.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 5.91% | 32 | $24.13M | Shares decreased 15.79%; reported value decreased 12.85%, and weight changed -1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 5.68% | 31 | $23.40M | Shares decreased 3.13%; reported value decreased 3.05%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 4.83% | 24 | $17.24M | Shares decreased 22.58%; reported value decreased 26.34%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 4.87% | 27 | $20.22M | Shares increased 12.50%; reported value increased 17.31%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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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.