L.M. KOHN & COMPANY BRK/B BERKSHIRE HATHAWAY INC DEL

Ownership history in L.M. KOHN & COMPANY  ·  15 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.24% in 2025 Q1. The latest visible filing shows BRK/B at 1.83% 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 L.M. KOHN & COMPANY's position in BERKSHIRE HATHAWAY INC DEL, 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
2025 Q3

BRK/B was reported at 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.24% 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 2025 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 L.M. KOHN & COMPANY held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,032 -12,529 -80.5% 1.83% $1.5M 2025-11-14 (Est.) $508.94
2025 Q2 REDUCED 15,561 -551 -3.4% 2.04% $7.6M 2025-08-04 $459.11
2025 Q1 ADDED 16,112 +132 +0.8% 2.24% $8.6M 2025-04-21 $506.92
2024 Q4 REDUCED 15,980 -368 -2.3% 1.87% $7.2M 2025-01-30 $472.35
2024 Q3 ADDED 16,348 +22 +0.1% 1.91% $7.5M 2024-11-14 $467.70
2024 Q2 REDUCED 16,326 -34 -0.2% 1.80% $6.6M 2024-07-31 $438.50
2024 Q1 ADDED 16,360 +983 +6.4% 1.93% $6.9M 2024-04-25 $404.91
2023 Q4 ADDED 15,377 +174 +1.1% 1.75% $5.5M 2024-02-09 $398.36
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About L.M. KOHN & COMPANY 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 L.M. KOHN & COMPANY reported owning BRK/B?

L.M. KOHN & COMPANY reported BRK/B across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BRK/B position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for BRK/B was 2.24% in 2025 Q1.

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

The most recent filing on this page is 2025 Q3, when L.M. KOHN & COMPANY reported 3,032 shares, equal to 1.83% of portfolio, with an estimated market value of $1.5M.

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

The chart compares L.M. KOHN & COMPANY'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 L.M. KOHN & COMPANY time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, L.M. KOHN & COMPANY correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on BRK/B relative to SPY over the holding period was -2.1%.

← Back to L.M. KOHN & COMPANY Holdings