BERKSHIRE HATHAWAY INC-CL B · CUSIP 084670702 · CIK 1989251
As of 2026-06-30, Dupree Financial Group, LLC reported 24.57K BRK.B (shares), valued at $12.30M, or 4.61% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares increased 0.93%; reported value increased 5.40%, and weight changed -0.09 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 | 4.61% | 24,572 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 4.70% | 24,345 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 2.94% | 16,035 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 1.58% | 8,265 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 1.47% | 7,670 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 1.75% | 8,077 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 4.33% | 20,928 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 5.96% | 32,374 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 7.76% | 41,967 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 9.51% | 50,808 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 6.68% | 38,276 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 6.68% | 38,276 | $13.65M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 9.51% | 50,808 | $21.37M | Shares increased 32.74%; reported value increased 56.51%, and weight changed +2.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 7.76% | 41,967 | $17.07M | Shares decreased 17.40%; reported value decreased 20.10%, and weight changed -1.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 5.96% | 32,374 | $14.90M | Shares decreased 22.86%; reported value decreased 12.72%, and weight changed -1.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 4.33% | 20,928 | $9.49M | Shares decreased 35.36%; reported value decreased 36.34%, and weight changed -1.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 1.75% | 8,077 | $4.30M | Shares decreased 61.41%; reported value decreased 54.65%, and weight changed -2.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 1.47% | 7,670 | $3.73M | Shares decreased 5.04%; reported value decreased 13.39%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 1.58% | 8,265 | $4.16M | Shares increased 7.76%; reported value increased 11.52%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 2.94% | 16,035 | $8.06M | Shares increased 94.01%; reported value increased 93.98%, and weight changed +1.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 4.70% | 24,345 | $11.67M | Shares increased 51.82%; reported value increased 44.74%, and weight changed +1.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 4.61% | 24,572 | $12.30M | Shares increased 0.93%; reported value increased 5.40%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 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.