Mine & Arao Wealth Creation & Management, LLC. BRK/B Berkshire Hathaway Inc Del

Ownership history in Mine & Arao Wealth Creation & Management, LLC.  ·  26 quarters on record

AI Ownership Summary

Mine & Arao Wealth Creation & Management, LLC. reported Berkshire Hathaway Inc Del (BRK/B) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.94% in 2025 Q1. The latest visible filing shows BRK/B at 0.70% 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 Mine & Arao Wealth Creation & Management, LLC.'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
2026 Q1

BRK/B was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% 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 Mine & Arao Wealth Creation & Management, 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 3,488 -25 -0.7% 0.70% $1.7M 2026-04-29 $469.32
2025 Q4 REDUCED 3,513 -113 -3.1% 0.69% $1.8M 2026-01-27 $474.67
2025 Q3 ADDED 3,626 +6 +0.2% 0.74% $1.8M 2025-10-24 $492.10
2025 Q2 ADDED 3,620 +15 +0.4% 0.78% $1.8M 2025-07-29 $476.56
2025 Q1 REDUCED 3,605 -210 -5.5% 0.94% $1.9M 2025-05-02 $539.80
2024 Q4 REDUCED 3,815 -92 -2.4% 0.79% $1.7M 2025-01-23 $459.83
2024 Q3 REDUCED 3,907 -50 -1.3% 0.83% $1.8M 2024-10-31 $450.92
2024 Q2 REDUCED 3,957 -30 -0.8% 0.78% $1.6M 2024-08-06 $422.14
2024 Q1 REDUCED 3,987 -35 -0.9% 0.83% $1.7M 2024-05-09 $408.82
2023 Q4 UNCHANGED 4,022 0% 0.78% $1.4M 2024-02-06 $393.74
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Mine & Arao Wealth Creation & Management, 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 Mine & Arao Wealth Creation & Management, LLC. reported owning BRK/B?

Mine & Arao Wealth Creation & Management, LLC. reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Mine & Arao Wealth Creation & Management, LLC.'s portfolio?

The largest reported portfolio weight for BRK/B was 0.94% 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 Mine & Arao Wealth Creation & Management, LLC. reported 3,488 shares, equal to 0.70% of portfolio, with an estimated market value of $1.7M.

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

The chart compares Mine & Arao Wealth Creation & Management, 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 Mine & Arao Wealth Creation & Management, LLC. time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Mine & Arao Wealth Creation & Management, LLC. correctly timed 7 out of 17 reported position changes (41%). The annualised alpha on BRK/B relative to SPY over the holding period was -1.8%.

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