BERKSHIRE HATHAWAY INC-CL B · CUSIP 084670702 · CIK 1997602
As of 2026-06-30, Financial Security Advisor, Inc. reported 37.96K BRK.B (shares), valued at $18.99M, or 3.09% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 2.87%; reported value increased 1.43%, and weight changed -0.35 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 | 3.09% | 37,960 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 3.44% | 39,080 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 3.98% | 40,921 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 4.52% | 42,240 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 4.80% | 42,875 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 5.81% | 42,980 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 4.86% | 42,226 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 4.83% | 42,074 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 5.75% | 42,160 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 6.17% | 41,972 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 5.88% | 41,945 | SEC filing ↗Filed Jan 24, 2024 |
| Q3 2023 | 6.68% | 41,491 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.68% | 41,491 | $14.53M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 5.88% | 41,945 | $14.96M | Shares increased 1.09%; reported value increased 2.93%, and weight changed -0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 6.17% | 41,972 | $17.65M | Shares increased 0.06%; reported value increased 17.98%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 5.75% | 42,160 | $17.15M | Shares increased 0.45%; reported value decreased 2.83%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 4.83% | 42,074 | $19.36M | Shares decreased 0.20%; reported value increased 12.91%, and weight changed -0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 4.86% | 42,226 | $19.14M | Shares increased 0.36%; reported value decreased 1.16%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 5.81% | 42,980 | $22.89M | Shares increased 1.79%; reported value increased 19.59%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 4.80% | 42,875 | $20.83M | Shares decreased 0.24%; reported value decreased 9.01%, and weight changed -1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 4.52% | 42,240 | $21.24M | Shares decreased 1.48%; reported value increased 1.96%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 3.98% | 40,921 | $20.57M | Shares decreased 3.12%; reported value decreased 3.14%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 3.44% | 39,080 | $18.73M | Shares decreased 4.50%; reported value decreased 8.96%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 3.09% | 37,960 | $18.99M | Shares decreased 2.87%; reported value increased 1.43%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 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.