Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionIams Wealth Management, Llc
Latest Disclosed Ownership7,622 shares
Latest Disclosed Value $ 3,652,462
Iams Wealth Management, Llc reports 36.96% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 15, 2026 - Iams Wealth Management, Llc filed a 13F-HR form disclosing ownership of 7,622 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $3,652,462 USD as of March 31, 2026.

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.

Upgrade to unlock premium data and export to Excel .

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 7,622 2,057 36.96 3,652 30.57 1.2732
2026-01-26 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,565 2,532 83.48 2,797 83.53 1.0097
2025-10-15 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,033 1,753 136.95 1,525 145.41 0.6118
2025-07-14 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,280 -111 -7.98 622 -16.08 0.2854
2025-04-10 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,391 126 9.96 741 29.14 0.3393
2025-01-23 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,265 -376 -22.91 573 -24.11 0.2621
2024-10-11 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,641 590 56.14 755 76.81 0.3708
2024-08-05 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,051 1,051 428 0.2342
2024-04-18 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -663 -100.00 0 -100.00
2024-02-07 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 663 -127 -16.08 236 -14.49 0.1529
2023-11-15 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 790 790 277 0.1915
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.