Joel Isaacson & Co., LLC BRK/B — BERKSHIRE HATHAWAY B NEWCLASS B

Ownership history in Joel Isaacson & Co., LLC  ·  50 quarters on record

AI Ownership Summary

Joel Isaacson & Co., LLC reported BERKSHIRE HATHAWAY B NEWCLASS B (BRK/B) in 50 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.67% in 2025 Q1. The latest visible filing shows BRK/B at 0.54% 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 Joel Isaacson & Co., LLC's position in BERKSHIRE HATHAWAY B NEWCLASS 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 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% 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.

BRK/B stock page Joel Isaacson & Co., LLC fund profile Joel Isaacson & Co., LLC full holdings
How Joel Isaacson & Co., LLC 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 — — — 34,163 -387 -1.1% 0.54% $16.4M 2026-04-23 $470.55
2025 Q4 ADDED — — — 34,550 +2,352 +7.3% 0.57% $17.4M 2026-01-30 $480.53
2025 Q3 ADDED — — — 32,198 +865 +2.8% 0.58% $16.2M 2025-10-30 $478.52
2025 Q2 ADDED — — — 31,333 +3,680 +13.3% 0.62% $15.2M 2025-07-23 $482.63
2025 Q1 ADDED — — — 27,653 +2,596 +10.4% 0.67% $14.7M 2025-04-25 $530.96
2024 Q4 ADDED — — — 25,057 +154 +0.6% 0.51% $11.4M 2025-01-28 $469.97
2024 Q3 ADDED — — — 24,903 +55 +0.2% 0.55% $11.5M 2024-10-23 $460.61
2024 Q2 REDUCED — — — 24,848 -739 -2.9% 0.53% $10.1M 2024-07-24 $432.80
2024 Q1 REDUCED — — — 25,587 -158 -0.6% 0.59% $10.8M 2024-04-30 $396.73
2023 Q4 ADDED — — — 25,745 +1,678 +7.0% 0.56% $9.2M 2024-01-25 $380.85
40 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 Joel Isaacson & Co., 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 Joel Isaacson & Co., LLC reported owning BRK/B?

Joel Isaacson & Co., LLC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Joel Isaacson & Co., LLC's portfolio?

The largest reported portfolio weight for BRK/B was 0.67% 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 Joel Isaacson & Co., LLC reported 34,163 shares, equal to 0.54% of portfolio, with an estimated market value of $16.4M.

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

The chart compares Joel Isaacson & Co., 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 Joel Isaacson & Co., LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Joel Isaacson & Co., LLC correctly timed 24 out of 46 reported position changes (52%). The annualised alpha on BRK/B relative to SPY over the holding period was +2.0%.

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