Question 1

How many shares of BRK/B does HB Wealth Management, LLC own?

Accepted Answer

As of 2026-Q2, HB Wealth Management, LLC holds 180,564 shares of BRK/B (BERKSHIRE HATHAWAY INC-CL B).

Question 2

What is HB Wealth Management, LLC's BRK/B position worth?

Accepted Answer

As of 2026-Q2, HB Wealth Management, LLC's BRK/B position is worth $90.4M.

Question 3

Is HB Wealth Management, LLC buying or selling BRK/B?

Accepted Answer

In 2026-Q2, HB Wealth Management, LLC increased their BRK/B position (+1.4% change in shares).

Question 4

When did HB Wealth Management, LLC first buy BRK/B?

Accepted Answer

Based on available 13F filings, HB Wealth Management, LLC first reported a position in BRK/B in 2021-Q4. They have held the position across 19 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	180,564	+1.4%	$90.4M	0.5%	$500.39	43
2026-Q1	Increased	178,143	+3.6%	$85.4M	0.6%	$481.36	44
2025-Q4	Increased	171,864	+3.6%	$86.4M	0.6%	$503.71	44
2025-Q3	Increased	165,884	+22.6%	$83.4M	0.6%	$499.25	51
2025-Q2	Decreased	135,338	-17.1%	$65.7M	0.5%	$485.68	0
2025-Q1	Increased	163,173	+20.4%	$86.9M	0.7%	$526.31	50
2024-Q4	Increased	135,502	+4.4%	$61.4M	0.6%	$452.16	43
2024-Q3	Increased	129,790	+10.3%	$59.7M	0.6%	$457.47	46
2024-Q2	Increased	117,663	+5.4%	$47.9M	0.6%	$406.80	44
2024-Q1	Increased	111,601	+6.0%	$46.9M	0.6%	$420.52	44
2023-Q4	Increased	105,268	+3.2%	$37.5M	0.5%	$356.66	42
2023-Q3	Increased	102,023	+2.7%	$35.7M	0.6%	$350.30	42
2023-Q2	Increased	99,334	+6.5%	$33.9M	0.5%	$336.91	43
2023-Q1	Increased	93,287	+3.8%	$28.8M	0.5%	$305.08	36
2022-Q4	Increased	89,858	+6.4%	$27.8M	0.5%	$308.90	43
2022-Q3	Increased	84,461	+5.0%	$22.6M	0.5%	$269.58	36
2022-Q2	Increased	80,473	+4.1%	$22M	0.5%	$273.49	35
2022-Q1	Increased	77,301	+4.9%	$27.3M	0.5%	$357.61	42
2021-Q4	New	73,705	-	$22M	0.4%	$299.98	47

BRK/B19 quarters

BRK/B
19 quarters