Level Four Advisory Services’s Berkshire Hathaway Class B BRK.B Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-100
Closed -$1K 655
2021
Q4
$1K Buy
+100
New +$28.6K ﹤0.01% 646

Other funds holding BRK.B

Level Four Advisory Services's BRK.B Position: Q2 2026 in Review

Level Four Advisory Services reduced its Berkshire Hathaway Class B (BRK.B) stake by 3.5% in Q2 2026, selling an estimated $533K and leaving 30,381 shares worth $15.2M. The position accounts for 0.43% of the portfolio, ranked #44.

Level Four Advisory Services first reported a position in BRK.B in Q4 2016 and has held it in 39 quarters since. The position peaked at $26.5M in Q4 2019. 4,911 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Level Four Advisory Services held 30,381 shares of Berkshire Hathaway Class B worth $15.2M as of Q2 2026.
  • Level Four Advisory Services sold 1,108 Berkshire Hathaway Class B shares in Q2 2026, an estimated $533K.
  • Berkshire Hathaway Class B made up 0.43% of Level Four Advisory Services's portfolio in Q2 2026, its #44 holding.
  • Level Four Advisory Services first reported a position in Berkshire Hathaway Class B in Q4 2016 and has held it in 39 quarters since.
  • Level Four Advisory Services's Berkshire Hathaway Class B position peaked at $26.5M in Q4 2019.
  • 4,911 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.