Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionVERITY Wealth Advisors
Latest Disclosed Ownership1,835 shares
Latest Disclosed Value $ 879,332
VERITY Wealth Advisors ownership in BRKB / Berkshire Hathaway Inc.

On April 9, 2026 - VERITY Wealth Advisors filed a 13F-HR form disclosing ownership of 1,835 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $879,332 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.

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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)
2026-04-09 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,835 0 0.00 879 -4.66 0.5872
2026-01-07 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,835 0 0.00 922 0.00 0.5723
2025-10-17 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,835 0 0.00 923 3.48 0.5826
2025-08-08 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,835 0 0.00 891 -8.80 0.5988
2025-04-22 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,835 -240 -11.57 977 3.94 0.7243
2025-02-07 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 2,075 0 0.00 941 -1.57 0.6789
2024-10-03 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 2,075 200 10.67 955 25.33 0.6715
2024-08-02 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,875 0 0.00 763 -3.30 0.5713
2024-04-05 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,875 42 2.29 788 20.67 0.6049
2024-01-04 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,833 0 0.00 654 1.71 0.5619
2023-10-26 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,833 0 0.00 642 2.72 0.6042
2023-07-27 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,833 0 0.00 625 10.62 0.5613
2023-05-08 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,833 41 2.29 566 2.17 0.5248
2023-01-11 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,792 0 0.00 554 15.69 0.5431
2022-10-27 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,792 0 0.00 478 -2.25 0.4903
2022-07-12 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,792 350 24.27 489 -3.93 0.4752
2022-04-11 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,442 0 0.00 509 18.10 0.4498
2022-01-20 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,442 0 0.00 431 9.39 0.3580
2021-10-14 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,442 0 0.00 394 -1.75 0.3523
2021-08-03 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,442 -100 -6.49 401 1.78 0.3638
2021-05-10 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,542 0 0.00 394 10.06 0.3488
2021-02-09 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,542 42 2.80 358 12.23 0.3255
2020-10-05 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,500 0 0.00 319 19.03 0.3257
2020-07-21 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,500 0 0.00 268 -2.19 0.2864
2020-04-13 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,500 0 0.00 274 -19.41 0.3723
2020-01-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,500 0 0.00 340 8.97 0.3273
2019-10-11 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,500 0 0.00 312 -2.50 0.3072
2019-08-01 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,500 0 0.00 320 6.31 0.3148
2019-04-03 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,500 0 0.00 301 -1.63 0.3076
2019-01-24 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 1,500 1,500 306 0.3520
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.