Cahill Wealth Management, LLC BRK/B BERKSHIRE HATHAWAY INC COM CL B

Ownership history in Cahill Wealth Management, LLC  ·  11 quarters on record

AI Ownership Summary

Cahill Wealth Management, LLC reported BERKSHIRE HATHAWAY INC COM CL B (BRK/B) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 1.0% in 2025 Q1. The latest visible filing shows BRK/B at 1.00% 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 Cahill Wealth Management, LLC's position in BERKSHIRE HATHAWAY INC COM CL B, 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
2025 Q1

BRK/B was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% 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
2023 Q4 to 2025 Q1

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.

How Cahill Wealth Management, LLC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 UNCHANGED 3,672 0% 1.00% $2.0M 2025-05-15 (Est.) $507.33
2024 Q4 ADDED 3,672 +750 +25.7% 0.85% $1.7M 2025-02-13 $480.49
2024 Q3 ADDED 2,922 +1,635 +127.0% 0.69% $1.3M 2024-11-01 $452.14
2024 Q2 REDUCED 1,287 -110 -7.9% 0.30% $496K 2024-08-13 $432.41
2024 Q1 ADDED 1,397 +730 +109.4% 0.51% $868K 2024-05-10 $412.05
2023 Q4 UNCHANGED 667 0% 0.16% $238K 2024-01-29 $383.18
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cahill Wealth Management, 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 Cahill Wealth Management, LLC reported owning BRK/B?

Cahill Wealth Management, LLC reported BRK/B across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported BRK/B position in Cahill Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 1.00% in 2025 Q1.

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

The most recent filing on this page is 2025 Q1, when Cahill Wealth Management, LLC reported 3,672 shares, equal to 1.00% of portfolio, with an estimated market value of $2.0M.

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

The chart compares Cahill Wealth Management, 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 Cahill Wealth Management, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Cahill Wealth Management, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BRK/B relative to SPY over the holding period was +4.6%.

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