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

Ownership history in D'Orazio & Associates, Inc.  ·  44 quarters on record

AI Ownership Summary

D'Orazio & Associates, Inc. reported Berkshire Hathaway Cl B (BRK/B) in 44 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.01% in 2025 Q1. The latest visible filing shows BRK/B at 4.41% 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 Q1

BRK/B was reported at 4.41% 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
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.

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 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
2024 Q1 REDUCED 75,886 -240 -0.3% 5.14% $31.9M 2024-05-09 $408.82
2023 Q4 REDUCED 76,126 -1,841 -2.4% 4.86% $27.2M 2024-02-08 $397.49
34 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 2023 Q4 through 2026 Q1.

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 Q1, when D'Orazio & Associates, Inc. reported 71,042 shares, equal to 4.41% of portfolio, with an estimated market value of $34.0M.

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 18 out of 43 reported position changes (42%). The annualised alpha on BRK/B relative to SPY over the holding period was -2.2%.

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