Allen Mooney & Barnes Investment Advisors LLC BRK/B — BERKSHIRE HATHAWAY INC DEL CL B NEW

Ownership history in Allen Mooney & Barnes Investment Advisors LLC  ·  13 quarters on record

AI Ownership Summary

Allen Mooney & Barnes Investment Advisors LLC reported BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK/B) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.48% in 2025 Q1. The latest visible filing shows BRK/B at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allen Mooney & Barnes Investment Advisors LLC's position in BERKSHIRE HATHAWAY INC DEL CL B NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BRK/B was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRK/B stock page Allen Mooney & Barnes Investment Advisors LLC fund profile Allen Mooney & Barnes Investment Advisors LLC full holdings
How Allen Mooney & Barnes Investment Advisors LLC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 4,897 -395 -7.5% 0.35% $2.3M 2026-10-08 $469.32
2026 Q2 REDUCED — — — 5,292 -146 -2.7% 0.40% $2.6M 2026-07-13 $469.32
2026 Q1 ADDED — — — 5,438 +60 +1.1% 0.37% $2.6M 2026-04-13 $480.19
2025 Q4 UNCHANGED — — — 5,378 — 0% 0.41% $2.7M 2026-01-21 $483.83
2025 Q3 REDUCED — — — 5,378 -147 -2.7% 0.42% $2.7M 2025-10-15 $496.39
2025 Q2 ADDED — — — 5,525 +39 +0.7% 0.44% $2.7M 2025-07-08 $477.47
2025 Q1 REDUCED — — — 5,486 -159 -2.8% 0.48% $2.9M 2025-04-16 $516.45
2024 Q4 UNCHANGED — — — 5,645 — 0% 0.43% $2.6M 2025-01-14 $450.03
2024 Q3 ADDED — — — 5,645 +666 +13.4% 0.44% $2.6M 2024-10-15 $462.68
2024 Q2 REDUCED — — — 4,979 -38 -0.8% 0.36% $2.0M 2024-07-12 $424.44
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q3 — sorted by position size

TETRAD CORP 92.27% Citadel Investment Advisory, Inc. 3Y 23.81% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 16.59% Defender Capital, LLC. 3Y 7Y 15.65% Manitou Investment Management Ltd. 3Y 7Y 15.06% Walleye Partners, LLC 14.27% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 14.15% Diesslin Group, Inc. 12.64% Koa Wealth Management, LLC 12.57% CANERECTOR INC 11.42%

FAQ About Allen Mooney & Barnes Investment Advisors LLC and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allen Mooney & Barnes Investment Advisors LLC reported owning BRK/B?

Allen Mooney & Barnes Investment Advisors LLC reported BRK/B across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BRK/B position in Allen Mooney & Barnes Investment Advisors LLC's portfolio?

The largest reported portfolio weight for BRK/B was 0.48% in 2025 Q1.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2026 Q3, when Allen Mooney & Barnes Investment Advisors LLC reported 4,897 shares, equal to 0.35% of portfolio, with an estimated market value of $2.3M.

What does the chart on this BRK/B ownership page compare?

The chart compares Allen Mooney & Barnes Investment Advisors LLC's quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Allen Mooney & Barnes Investment Advisors LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Allen Mooney & Barnes Investment Advisors LLC correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on BRK/B relative to SPY over the holding period was +92.7%.

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