Berkshire Hathaway Inc.
DE ˙ XTRA
424,90 € ↑16,80 (4,12%)
2026-06-05
DEL PRIS
SecurityDE:BRYN / Berkshire Hathaway Inc.
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership1,441 shares
Latest Disclosed Value $ 676,630
Outlook Wealth Advisors, LLC ownership in BRYN / Berkshire Hathaway Inc.

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,441 shares of Berkshire Hathaway Inc. (DE:BRYN) valued at $596,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 16, 2020 disclosing 0 shares of Berkshire Hathaway Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $612,281 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,441 0 0.00 677 -6.63 0.1638
2026-02-11 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,441 200 16.12 724 16.21 0.1638
2025-10-30 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,241 -259 -17.27 624 -14.42 0.1554
2025-08-11 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,500 38 2.60 729 -6.43 0.1874
2025-04-14 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,462 -55 -3.63 779 13.25 0.2166
2025-01-14 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,517 -27 -1.75 688 -3.24 0.1975
2024-10-23 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,544 168 12.21 711 27.01 0.2041
2024-07-18 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,376 0 0.00 560 -3.29 0.1747
2024-04-22 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,376 -92 -6.27 579 10.52 0.1787
2024-01-29 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,468 0 0.00 524 1.75 0.1831
2023-10-10 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,468 -217 -12.88 514 -10.45 0.1964
2023-07-10 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,685 203 13.70 575 25.60 0.2172
2023-04-18 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,482 20 1.37 458 1.33 0.2035
2023-02-14 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,462 -100 -6.40 452 8.15 0.2144
2022-10-25 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL COMMON STOCK 084670702 1,562 97 6.62 417 4.25 0.1870
2022-07-28 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL COMMON STOCK 084670702 1,465 17 1.17 400 -21.72 0.1637
2022-07-28 2022-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL Commom Stock 084670702 1,448 0 0.00 511 18.01 0.1709
2022-05-13 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B 084670702 927 -521 327 0.1139
2022-01-21 2021-12-31 13F Berkshire Hathaway Cl B COMMON STOCK 084670702 1,448 221 18.01 433 29.25 0.1272
2021-10-22 2021-09-30 13F Berkshire Hathaway Cl B COM 084670702 1,227 6 0.49 335 -1.18 0.1095
2021-07-21 2021-06-30 13F Berkshire Hathaway Cl B COMMON STOCK 084670702 1,221 0 0.00 339 8.65 0.1084
2021-05-04 2021-03-31 13F Berkshire Hathaway Cl B COM 084670702 1,221 209 20.65 312 32.77 0.1084
2021-02-04 2020-12-31 13F Berkshire Hathaway Cl B COMMON STOCK 084670702 1,012 1,012 235 0.0856
2019-05-06 2019-03-31 13F Berkshire Hathaway Cl B COM 084670702 0 -509 -100.00 0 -100.00
2019-02-13 2018-12-31 13F Berkshire Hathaway Cl B COM 084670702 509 509 1,039 0.4736
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.