BERKSHIRE HATHAWAY INC-CL B · CUSIP 084670702 · CIK 1723115
As of 2026-06-30, Demars Financial Group, LLC reported 30.79K BRK.B (shares), valued at $15.40M, or 4.27% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 6.30%; reported value decreased 2.16%, and weight changed -0.91 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 | 4.27% | 30,785 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 5.18% | 32,856 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 5.64% | 33,540 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 5.57% | 31,982 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 5.57% | 29,849 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 0.03% | 741,453 | SEC filing ↗Filed Apr 18, 2025 |
| Q4 2024 | 0.04% | 630,146 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.29% | 1,390 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 0.27% | 1,383 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 0.29% | 1,383 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 0.26% | 1,383 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 0.27% | 1,366 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.27% | 1,366 | $478.65K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 0.26% | 1,383 | $493.41K | Shares increased 1.24%; reported value increased 3.08%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 0.29% | 1,383 | $581.75K | Shares unchanged; reported value increased 17.91%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 0.27% | 1,383 | $562.77K | Shares unchanged; reported value decreased 3.26%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 0.29% | 1,390 | $639.85K | Shares increased 0.51%; reported value increased 13.70%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 0.04% | 630,146 | $1.39M | Shares increased 45234.24%; reported value increased 117.24%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.03% | 741,453 | $1.39M | Shares increased 17.66%; reported value increased 0.14%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2025 |
| Q2 2025 | 5.57% | 29,849 | $14.50M | Shares decreased 95.97%; reported value increased 941.65%, and weight changed +5.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 5.57% | 31,982 | $16.08M | Shares increased 7.15%; reported value increased 10.89%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 5.64% | 33,540 | $16.86M | Shares increased 4.87%; reported value increased 4.85%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 5.18% | 32,856 | $15.74M | Shares decreased 2.04%; reported value decreased 6.61%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 4.27% | 30,785 | $15.40M | Shares decreased 6.30%; reported value decreased 2.16%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 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.