Berkshire Hathaway Inc.
PL ˙ WSE
1.702,00 PLN 0,00 (0,00%)
2026-05-07
DEL PRIS
SecurityPL:BRKB / Berkshire Hathaway Inc.
InstitutionEPG Wealth Management LLC
Latest Disclosed Ownership6,200 shares
Latest Disclosed Value $ 2,970,910
EPG Wealth Management LLC reports 1.48% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 7, 2026 - EPG Wealth Management LLC filed a 13F-HR form disclosing ownership of 6,200 shares of Berkshire Hathaway Inc. (PL:BRKB) valued at $11,358,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 6,293 shares of Berkshire Hathaway Inc.. This represents a change in shares of -1.48% during the quarter. The current value of the position is $10,552,400 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)
2026-05-07 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,200 -93 -1.48 2,971 -6.10 0.8012
2026-01-28 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,293 -128 -1.99 3,163 -1.98 0.8514
2025-11-03 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,421 -18 -0.28 3,228 3.20 0.8892
2025-08-05 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,439 -19 -0.29 3,128 -9.07 0.9392
2025-05-13 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,458 -80 -1.22 3,439 16.06 0.9576
2025-02-14 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,538 -303 -4.43 2,964 -5.88 0.7812
2024-11-13 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,841 6,841 3,149 8.51 0.7943
2024-08-13 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -7,046 -100.00 2,902 -2.09 0.6770
2024-05-14 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,046 -130 -1.81 2,963 4.59 0.7256
2024-02-15 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,176 -203 -2.75 2,833 9.64 0.7452
2023-11-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,379 266 3.74 2,585 6.56 0.7797
2023-08-15 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,113 -350 -4.69 2,425 5.25 0.7175
2023-05-15 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,463 189 2.60 2,304 2.58 0.7269
2023-02-15 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,274 800 12.36 2,247 29.90 0.8554
2022-11-15 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,474 -353 -5.17 1,729 -7.24 0.7102
2022-08-15 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,827 -2,161 -24.04 1,864 -41.24 0.7961
2022-05-10 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,988 1,504 20.10 3,172 41.73 1.0977
2022-02-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,484 1,758 30.70 2,238 43.19 0.7872
2021-11-15 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,726 138 2.47 1,563 0.64 0.6270
2021-08-09 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,588 -198 -3.42 1,553 5.07 0.6587
2021-05-10 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 5,786 295 5.37 1,478 16.10 0.7188
2021-01-29 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 5,491 335 6.50 1,273 15.94 0.7643
2020-11-02 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 5,156 -97 -1.85 1,098 17.06 0.8114
2020-08-06 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 5,253 -1,565 -22.95 938 -24.78 0.6650
2020-05-05 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 6,818 -884 -11.48 1,247 -28.54 0.9158
2020-02-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 7,702 7,702 1,745 1.2779
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.