Form 13-F position report

BERKSHIRE HATHWY INC(HLDG CO)B

Reported by YorkBridge Wealth Partners LLC

BRK-B CUSIP 084670702 Manager CIK 0001696064

Reported 12,638 shares, up 960 (8.2%) from the prior quarter.

Reported value 6.5%; share count 8.2% vs. the prior quarter.

Added
% of reported 13F value 1.17% This manager · Q1 2019
Shares 12,638 Quarter-end amount reported
Reported value $2,539,000 Fair value at quarter end
Consecutive quarters held 10 Through Q1 2019

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2018-03-31 2443000
2018-06-30 2257000
2018-09-30 2590000
2018-12-31 2384000
2019-03-31 2539000
2019-06-30 2745000
2019-09-30 2853000
2019-12-31 3059000
2020-03-31 2433000
2020-06-30 2393000
2020-09-30 2762000
2020-12-31 3005000
2021-03-31 3779000
2021-06-30 4108000
2021-09-30 4018000
2021-12-31 4402000
2022-03-31 5150000
2022-06-30 3957000
2022-09-30 3876000
2022-12-31 4461443

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for BERKSHIRE HATHWY INC(HLDG CO)B held by YorkBridge Wealth Partners LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q4 2022 Reduced 14,443 -71 (-0.5%) 1.13% $4,461,443 2023-01-26
Q3 2022 Added 14,514 +20 (0.1%) 1.0% $3,876,000 2022-10-18
Q2 2022 Reduced 14,494 -99 (-0.7%) 1.03% $3,957,000 2022-07-15
Q1 2022 Reduced 14,593 -131 (-0.9%) 1.13% $5,150,000 2022-04-15
Q4 2021 Added 14,724 +2 (0.0%) 0.99% $4,402,000 2022-01-19
Q3 2021 Reduced 14,722 -60 (-0.4%) 1.01% $4,018,000 2021-10-22
Q2 2021 Reduced 14,782 -10 (-0.1%) 1.07% $4,108,000 2021-07-22
Q1 2021 Added 14,792 +1,832 (14.1%) 1.12% $3,779,000 2021-04-15
Q4 2020 Reduced 12,960 -9 (-0.1%) 1.01% $3,005,000 2021-01-19
Q3 2020 Reduced 12,969 -434 (-3.2%) 1.16% $2,762,000 2020-10-19
Q2 2020 Added 13,403 +93 (0.7%) 1.09% $2,393,000 2020-07-20
Q1 2020 Reduced 13,310 -194 (-1.4%) 1.5% $2,433,000 2020-04-16
Q4 2019 Reduced 13,504 -213 (-1.6%) 1.4% $3,059,000 2020-01-17
Q3 2019 Added 13,717 +838 (6.5%) 1.44% $2,853,000 2019-10-21
Q2 2019 Added 12,879 +241 (1.9%) 1.22% $2,745,000 2019-07-18
Q1 2019 Added 12,638 +960 (8.2%) 1.17% $2,539,000 2019-05-09
Q4 2018 Reduced 11,678 -381 (-3.2%) 1.26% $2,384,000 2019-02-14
Q3 2018 Reduced 12,059 -33 (-0.3%) 1.19% $2,590,000 2018-11-14
Q2 2018 Reduced 12,092 -238 (-1.9%) 0.99% $2,257,000 2018-08-10
Q1 2018 Added 12,330 +300 (2.5%) 1.12% $2,443,000 2018-05-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

2167 managers reported BERKSHIRE HATHWY INC(HLDG CO)B for Q1 2019.

Managers reporting BERKSHIRE HATHWY INC(HLDG CO)B in Q1 2019.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 138,276,622 +2,289,671 1.09% $27,778,390,000 24 qtrs
BlackRock Inc Reduced 106,649,452 -461,628 0.96% $21,424,810,000 24 qtrs
STATE STREET CORPORATION Reduced 78,162,606 -680,592 1.23% $15,702,086,000 14 qtrs
BILL & MELINDA GATES FOUNDATION TRUST Reduced 52,078,974 -5,000,000 50.09% $10,462,145,000 24 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 25,450,246 +2,119,263 1.32% $5,104,254,000 24 qtrs
NORTHERN TRUST CORPORATION Added 20,608,009 +260,763 1.02% $4,139,943,000 24 qtrs
FMR LLC Added 20,439,908 +340,442 0.49% $4,106,173,000 24 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Added 15,379,645 +35,305 0.86% $3,089,616,000 24 qtrs
NORGES BANK Added 11,456,329 +917,852 0.74% $2,301,462,000 24 qtrs
EAGLE CAPITAL MANAGEMENT LLC Reduced 9,229,310 -211,432 7.03% $1,854,076,000 24 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2019
Filed
May 09, 2019
Filing type
13F-HR
Position type
Stock

Voting authority reported

Sole
12,638
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.