Pandora Wealth, Inc. BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Ownership history in Pandora Wealth, Inc.  ·  4 quarters on record

AI Ownership Summary

Pandora Wealth, Inc. reported BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK/B) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.8% in 2025 Q1. The latest visible filing shows BRK/B at 0.59% 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.

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 Pandora Wealth, Inc.'s position in BERKSHIRE HATHAWAY INC DEL CL B NEW, 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 Q4

BRK/B was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% 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
2025 Q1 to 2025 Q4

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 Pandora Wealth, Inc. held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,931 -415 -17.7% 0.59% $971K 2026-02-14 (Est.) $497.55
2025 Q3 UNCHANGED 2,346 0% 0.71% $1.2M 2025-11-03 $475.68
2025 Q2 ADDED 2,346 +50 +2.2% 0.70% $1.1M 2025-07-25 $484.07
2025 Q1 INITIATED 2,296 0.80% $1.2M 2025-05-12 $514.30

FAQ About Pandora Wealth, 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 Pandora Wealth, Inc. reported owning BRK/B?

Pandora Wealth, Inc. reported BRK/B across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported BRK/B position in Pandora Wealth, Inc.'s portfolio?

The largest reported portfolio weight for BRK/B was 0.80% in 2025 Q1.

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

The most recent filing on this page is 2025 Q4, when Pandora Wealth, Inc. reported 1,931 shares, equal to 0.59% of portfolio, with an estimated market value of $971K.

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

The chart compares Pandora Wealth, 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.

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