Form 13-F position report

BERKSHIRE HATHWY INC(HLDG CO)B

Reported by Western Pacific Wealth Management LP

BRK-B CUSIP 084670702 Manager CIK 0001907320

First reported at 6,067 shares this quarter.

New
% of reported 13F value 1.17% This manager · Q4 2021
Shares 6,067 Quarter-end amount reported
Reported value $1,814,000 Fair value at quarter end
Consecutive quarters held 1 Through Q4 2021

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
2021-12-31 1814000
2022-03-31 2239000
2022-06-30 1951000
2022-09-30 2043000
2022-12-31 2467802
2023-03-31 2497640
2023-06-30 2853829
2023-09-30 2903987
2023-12-31 2942088
2024-03-31 3468869
2024-06-30 3426883
2024-09-30 3992295
2024-12-31 3931751
2025-03-31 4619599
2025-06-30 4650762
2025-09-30 4950984
2025-12-31 4960150
2026-03-31 4733538
2026-06-30 4742696
2026-09-30 4719570

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 Western Pacific Wealth Management LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Unchanged 9,478 0 (0.0%) 3.97% $4,719,570 2026-10-16
Q2 2026 Reduced 9,478 -400 (-4.0%) 4.29% $4,742,696 2026-08-07
Q1 2026 Added 9,878 +10 (0.1%) 4.81% $4,733,538 2026-04-17
Q4 2025 Added 9,868 +20 (0.2%) 4.8% $4,960,150 2026-02-04
Q3 2025 Added 9,848 +274 (2.9%) 4.83% $4,950,984 2025-10-21
Q2 2025 Added 9,574 +900 (10.4%) 4.46% $4,650,762 2025-07-10
Q1 2025 Unchanged 8,674 0 (0.0%) 4.18% $4,619,599 2025-04-17
Q4 2024 Unchanged 8,674 0 (0.0%) 3.17% $3,931,751 2025-01-24
Q3 2024 Added 8,674 +250 (3.0%) 2.66% $3,992,295 2024-10-31
Q2 2024 Added 8,424 +175 (2.1%) 2.59% $3,426,883 2024-08-14
Q1 2024 Unchanged 8,249 0 (0.0%) 2.52% $3,468,869 2024-05-15
Q4 2023 Reduced 8,249 -41 (-0.5%) 2.15% $2,942,088 2024-02-09
Q3 2023 Reduced 8,290 -79 (-0.9%) 2.38% $2,903,987 2023-10-26
Q2 2023 Added 8,369 +280 (3.5%) 2.16% $2,853,829 2023-08-08
Q1 2023 Added 8,089 +100 (1.3%) 1.91% $2,497,640 2023-05-11
Q4 2022 Added 7,989 +335 (4.4%) 2.05% $2,467,802 2023-02-03
Q3 2022 Added 7,654 +507 (7.1%) 2.03% $2,043,000 2022-10-27
Q2 2022 Added 7,147 +800 (12.6%) 1.9% $1,951,000 2022-08-01
Q1 2022 Added 6,347 +280 (4.6%) 1.63% $2,239,000 2022-04-21
Q4 2021 New 6,067 +6,067 (0.0%) 1.17% $1,814,000 2022-02-14

Who else reported the position

3346 managers reported BERKSHIRE HATHWY INC(HLDG CO)B for Q4 2021.

Managers reporting BERKSHIRE HATHWY INC(HLDG CO)B in Q4 2021.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 131,774,278 -1,298,186 0.89% $39,400,509,000 35 qtrs
BlackRock Inc Reduced 101,111,126 -4,048,317 0.77% $30,232,227,000 35 qtrs
STATE STREET CORPORATION Added 77,687,316 +1,403,444 1.1% $23,228,507,000 25 qtrs
BILL & MELINDA GATES FOUNDATION TRUST Reduced 33,686,679 -5,000,000 43.85% $10,072,317,000 35 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 29,991,238 +218,440 1.08% $8,945,191,000 35 qtrs
NORTHERN TRUST CORPORATION Reduced 17,420,739 -346,054 0.85% $5,208,800,000 35 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 13,906,674 -230,546 0.75% $4,158,093,000 35 qtrs
MORGAN STANLEY Added 12,126,225 +87,719 0.45% $3,625,740,000 35 qtrs
FMR LLC Added 10,057,634 +28,217 0.22% $3,007,233,000 35 qtrs
Bank of America Corporation Reduced 9,213,917 -760,416 0.27% $2,754,960,000 35 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2021
Filed
February 14, 2022
Filing type
13F-HR
Position type
Stock

Voting authority reported

Sole
6,067
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.