Coastline Trust Co BRK/A — BERKSHRE HATHWY CL A COMMON STOCK

Ownership history in Coastline Trust Co  ·  80 quarters on record

AI Ownership Summary

Coastline Trust Co reported BERKSHRE HATHWY CL A COMMON STOCK (BRK/A) in 80 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.4% in 2025 Q1. The latest visible filing shows BRK/A at 0.28% 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/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastline Trust Co's position in BERKSHRE HATHWY CL A COMMON STOCK, 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/A was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% 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.

How Coastline Trust Co held BRK/A — 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 UNCHANGED — — — 4 — 0% 0.28% $3.0M 2026-10-01 $704760.00
2026 Q2 UNCHANGED — — — 4 — 0% 0.27% $3.0M 2026-08-14 $704760.00
2026 Q1 UNCHANGED — — — 4 — 0% 0.28% $2.9M 2026-04-03 $716300.00
2025 Q4 UNCHANGED — — — 4 — 0% 0.28% $3.0M 2026-01-05 $748250.00
2025 Q3 UNCHANGED — — — 4 — 0% 0.32% $3.0M 2025-10-21 $736600.00
2025 Q2 UNCHANGED — — — 4 — 0% 0.33% $2.9M 2025-07-17 $709820.00
2025 Q1 UNCHANGED — — — 4 — 0% 0.40% $3.2M 2025-04-28 $797750.00
2024 Q4 UNCHANGED — — — 4 — 0% 0.32% $2.7M 2025-02-13 $721500.00
2024 Q3 UNCHANGED — — — 4 — 0% 0.32% $2.8M 2024-11-06 $703000.00
2024 Q2 UNCHANGED — — — 4 — 0% 0.29% $2.4M 2024-07-15 $652997.00
70 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/A

As of 2026 Q3 — sorted by position size

Woodward Financial Advisors, Inc. 0.58% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.06%

FAQ About Coastline Trust Co and BRK/A

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

How long has Coastline Trust Co reported owning BRK/A?

Coastline Trust Co reported BRK/A across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BRK/A position in Coastline Trust Co's portfolio?

The largest reported portfolio weight for BRK/A was 0.40% in 2025 Q1.

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

The most recent filing on this page is 2026 Q3, when Coastline Trust Co reported 4 shares, equal to 0.28% of portfolio, with an estimated market value of $3.0M.

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

The chart compares Coastline Trust Co's quarterly BRK/A 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.

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