CALTON & ASSOCIATES, INC. BRK/B — BERKSHIRE HATHAWAY INC DEL CL B NEW

Ownership history in CALTON & ASSOCIATES, INC.  ·  34 quarters on record

AI Ownership Summary

CALTON & ASSOCIATES, INC. reported BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK/B) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.93% in 2023 Q4. The latest visible filing shows BRK/B at 0.64% 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 CALTON & ASSOCIATES, INC.'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 Q1

BRK/B was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2023 Q4

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 2026 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.

BRK/B stock page CALTON & ASSOCIATES, INC. fund profile CALTON & ASSOCIATES, INC. full holdings
How CALTON & ASSOCIATES, INC. 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 Q1 REDUCED — — — 9,313 -4,700 -33.5% 0.64% $4.5M 2026-05-13 $469.32
2025 Q4 REDUCED — — — 14,013 -1,791 -11.3% 1.03% $7.0M 2026-02-10 $500.30
2025 Q3 REDUCED — — — 15,804 -3,057 -16.2% 1.19% $7.9M 2025-11-07 $499.06
2025 Q2 ADDED — — — 18,861 +12,791 +210.7% 1.58% $9.2M 2025-08-12 $470.39
2025 Q1 REDUCED — — — 6,070 -1,216 -16.7% 0.22% $948K 2025-05-05 $512.15
2024 Q4 ADDED — — — 7,286 +5,626 +338.9% 1.46% $3.3M 2025-01-23 $459.83
2024 Q3 REDUCED — — — 1,660 -6,052 -78.5% 0.11% $280K 2024-10-18 $464.80
2024 Q2 REDUCED — — — 7,712 -216 -2.7% 1.57% $3.1M 2024-07-19 $434.47
2024 Q1 REDUCED — — — 7,928 -5,542 -41.1% 1.62% $3.3M 2024-04-16 $396.92
2023 Q4 ADDED — — — 13,470 +6,563 +95.0% 1.93% $4.8M 2024-02-07 $397.66
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About CALTON & ASSOCIATES, INC. 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 CALTON & ASSOCIATES, INC. reported owning BRK/B?

CALTON & ASSOCIATES, INC. reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in CALTON & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for BRK/B was 1.93% in 2023 Q4.

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

The most recent filing on this page is 2026 Q1, when CALTON & ASSOCIATES, INC. reported 9,313 shares, equal to 0.64% of portfolio, with an estimated market value of $4.5M.

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

The chart compares CALTON & ASSOCIATES, INC.'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 CALTON & ASSOCIATES, INC. time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, CALTON & ASSOCIATES, INC. correctly timed 14 out of 33 reported position changes (42%). The annualised alpha on BRK/B relative to SPY over the holding period was -3.5%.

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