D'Orazio & Associates, Inc. BRK/B — Berkshire Hathaway Cl B

Ownership history in D'Orazio & Associates, Inc.  ·  46 quarters on record

AI Ownership Summary

D'Orazio & Associates, Inc. reported Berkshire Hathaway Cl B (BRK/B) in 46 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 6.01% in 2025 Q1. The latest visible filing shows BRK/B at 3.39% 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 D'Orazio & Associates, Inc.'s position in Berkshire Hathaway 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
2026 Q3

BRK/B was reported at 3.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.01% 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 D'Orazio & 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 Q3 REDUCED — — — 61,345 -6,911 -10.1% 3.39% $30.5M 2026-11-04 $469.32
2026 Q2 REDUCED — — — 68,256 -2,786 -3.9% 3.95% $34.2M 2026-07-28 $469.32
2026 Q1 REDUCED — — — 71,042 -1,256 -1.7% 4.41% $34.0M 2026-05-07 $469.32
2025 Q4 REDUCED — — — 72,298 -1,621 -2.2% 4.64% $36.3M 2026-02-04 $503.83
2025 Q3 REDUCED — — — 73,919 -2,927 -3.8% 4.91% $37.2M 2025-11-10 $496.98
2025 Q2 ADDED — — — 76,846 +2,406 +3.2% 5.26% $37.3M 2025-08-08 $465.40
2025 Q1 REDUCED — — — 74,440 -114 -0.2% 6.01% $39.6M 2025-04-17 $518.21
2024 Q4 REDUCED — — — 74,554 -597 -0.8% 4.97% $33.8M 2025-01-28 $469.97
2024 Q3 REDUCED — — — 75,151 -492 -0.7% 4.90% $34.6M 2024-11-05 $445.06
2024 Q2 REDUCED — — — 75,643 -243 -0.3% 4.72% $30.8M 2024-08-08 $431.54
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About D'Orazio & 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 D'Orazio & Associates, Inc. reported owning BRK/B?

D'Orazio & Associates, Inc. reported BRK/B across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BRK/B position in D'Orazio & Associates, Inc.'s portfolio?

The largest reported portfolio weight for BRK/B was 6.01% 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 D'Orazio & Associates, Inc. reported 61,345 shares, equal to 3.39% of portfolio, with an estimated market value of $30.5M.

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

The chart compares D'Orazio & 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 D'Orazio & Associates, Inc. time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, D'Orazio & Associates, Inc. correctly timed 20 out of 45 reported position changes (44%). The annualised alpha on BRK/B relative to SPY over the holding period was -2.5%.

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