Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAvondale Wealth Management
Latest Disclosed Ownership1,285 shares
Latest Disclosed Value $ 615,772
Avondale Wealth Management reports 50.29% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 15, 2026 - Avondale Wealth Management filed a 13F-HR form disclosing ownership of 1,285 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $615,772 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 855 shares of Berkshire Hathaway Inc.. This represents a change in shares of 50.29% during the quarter.

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)
2026-04-15 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,285 430 50.29 616 43.36 0.3026
2026-02-17 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 855 15 1.79 430 1.66 0.2210
2025-11-17 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 840 -655 -43.81 422 -41.87 0.2250
2025-07-17 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,495 390 35.29 726 23.47 0.4057
2025-04-08 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,105 100 9.95 589 29.23 0.3704
2025-01-10 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,005 55 5.79 456 4.12 0.2919
2024-10-10 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 950 -150 -13.64 437 -2.24 0.2842
2024-07-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,100 275 33.33 447 29.19 0.3058
2024-04-02 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 825 200 32.00 347 55.86 0.2432
2024-01-10 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 625 0 0.00 223 1.83 0.1796
2023-10-10 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 625 -150 -19.35 219 -17.42 0.1921
2023-07-06 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 775 -50 -6.06 264 3.94 0.2220
2023-04-05 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 825 -125 -13.16 255 -13.31 0.2198
2023-01-06 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 950 100 11.76 293 29.07 0.2547
2022-10-07 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 850 -425 -33.33 227 -34.77 0.2475
2022-07-11 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,275 325 34.21 348 3.88 0.4037
2022-04-12 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 950 150 18.75 335 40.17 0.3935
2022-01-11 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 800 250 45.45 239 59.33 0.2419
2021-10-12 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 550 0 0.00 150 -1.96 0.1465
2021-07-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 550 200 57.14 153 71.91 0.1430
2021-04-27 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 350 200 133.33 89 154.29 0.0876
2021-01-15 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 150 0 0.00 35 9.38 0.0406
2020-10-15 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 150 150 32 0.0484
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.