RHODES INVESTMENT ADVISORS INC /ADV BRK/A — BERKSHIRE HATHAWAY INC DEL

Ownership history in RHODES INVESTMENT ADVISORS INC /ADV  ·  2 quarters on record

AI Ownership Summary

RHODES INVESTMENT ADVISORS INC /ADV reported BERKSHIRE HATHAWAY INC DEL (BRK/A) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 1.22% in 2026 Q1. The latest visible filing shows BRK/A at 1.10% 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/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RHODES INVESTMENT ADVISORS INC /ADV'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 Q2

BRK/A was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.22% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 RHODES INVESTMENT ADVISORS INC /ADV held BRK/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 2 — 0% 1.10% $1.5M 2026-07-28 $704760.00
2026 Q1 INITIATED — — — 2 — — 1.22% $1.5M 2026-05-14 $704760.00

FAQ About RHODES INVESTMENT ADVISORS INC /ADV and BRK/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has RHODES INVESTMENT ADVISORS INC /ADV reported owning BRK/A?

RHODES INVESTMENT ADVISORS INC /ADV reported BRK/A across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported BRK/A position in RHODES INVESTMENT ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for BRK/A was 1.22% in 2026 Q1.

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

The most recent filing on this page is 2026 Q2, when RHODES INVESTMENT ADVISORS INC /ADV reported 2 shares, equal to 1.10% of portfolio, with an estimated market value of $1.5M.

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

The chart compares RHODES INVESTMENT ADVISORS INC /ADV's quarterly BRK/A 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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