REDMONT WEALTH ADVISORS LLC BRK/B BERKSHIRE HATHAWAY INC DEL

Ownership history in REDMONT WEALTH ADVISORS LLC  ·  16 quarters on record

AI Ownership Summary

REDMONT WEALTH ADVISORS LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.59% in 2024 Q4. The latest visible filing shows BRK/B at 1.25% 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 REDMONT WEALTH ADVISORS 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
2025 Q4

BRK/B was reported at 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% in 2024 Q4

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 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 REDMONT WEALTH ADVISORS LLC 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 Q4 REDUCED 1,647 -404 -19.7% 1.25% $828K 2026-02-14 (Est.) $497.55
2025 Q3 ADDED 2,051 +740 +56.4% 1.46% $996K 2025-11-17 $503.26
2025 Q1 REDUCED 1,311 -714 -35.3% 1.36% $698K 2025-04-28 $530.94
2024 Q4 REDUCED 2,025 -5 -0.2% 1.59% $918K 2025-01-17 $467.95
2024 Q3 REDUCED 2,030 -208 -9.3% 1.45% $934K 2024-10-16 $465.69
2024 Q2 REDUCED 2,238 -397 -15.1% 1.43% $910K 2024-07-10 $413.79
2024 Q1 REDUCED 2,635 -254 -8.8% 1.53% $1.1M 2024-04-19 $405.08
2023 Q4 ADDED 2,889 +270 +10.3% 1.50% $1.0M 2024-01-31 $383.74
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About REDMONT WEALTH ADVISORS 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 REDMONT WEALTH ADVISORS LLC reported owning BRK/B?

REDMONT WEALTH ADVISORS LLC reported BRK/B across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BRK/B position in REDMONT WEALTH ADVISORS LLC's portfolio?

The largest reported portfolio weight for BRK/B was 1.59% in 2024 Q4.

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

The most recent filing on this page is 2025 Q4, when REDMONT WEALTH ADVISORS LLC reported 1,647 shares, equal to 1.25% of portfolio, with an estimated market value of $828K.

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

The chart compares REDMONT WEALTH ADVISORS 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 REDMONT WEALTH ADVISORS LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, REDMONT WEALTH ADVISORS LLC correctly timed 5 out of 15 reported position changes (33%). The annualised alpha on BRK/B relative to SPY over the holding period was -0.9%.

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