BERKSHIRE HATHAWAY INC-CL B · CUSIP 084670702 · CIK 2019946
As of 2026-06-30, Mowery & Schoenfeld Wealth Management, LLC reported 1.09K BRK.B (shares), valued at $544.49K, or 0.74% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 3.82%; reported value increased 8.41%, and weight changed -0.03 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 | 0.74% | 1,088 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 0.77% | 1,048 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 0.95% | 1,305 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 0.90% | 1,048 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 0.94% | 1,199 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 1.12% | 1,074 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 0.93% | 1,051 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 2.09% | 2,868 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 1.57% | 2,693 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.53% | 658 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 0.47% | 658 | SEC filing ↗Filed May 14, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.47% | 658 | $234.68K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 14, 2024 |
| Q1 2024 | 0.53% | 658 | $276.70K | Shares unchanged; reported value increased 17.91%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 1.57% | 2,693 | $1.10M | Shares increased 309.27%; reported value increased 295.92%, and weight changed +1.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.09% | 2,868 | $1.32M | Shares increased 6.50%; reported value increased 20.49%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 0.93% | 1,051 | $476.40K | Shares decreased 63.35%; reported value decreased 63.91%, and weight changed -1.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 1.12% | 1,074 | $572.01K | Shares increased 2.19%; reported value increased 20.07%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 0.94% | 1,199 | $582.27K | Shares increased 11.64%; reported value increased 1.79%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 0.90% | 1,048 | $526.93K | Shares decreased 12.59%; reported value decreased 9.50%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 0.95% | 1,305 | $656.02K | Shares increased 24.52%; reported value increased 24.50%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 0.77% | 1,048 | $502.26K | Shares decreased 19.69%; reported value decreased 23.44%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 0.74% | 1,088 | $544.49K | Shares increased 3.82%; reported value increased 8.41%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 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.