Ritter Daniher Financial Advisory LLC / DE BRK/A BERKSHIRE HATHAWAY INC DEL

Ownership history in Ritter Daniher Financial Advisory LLC / DE  ·  6 quarters on record

AI Ownership Summary

Ritter Daniher Financial Advisory LLC / DE reported BERKSHIRE HATHAWAY INC DEL (BRK/A) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.44% in 2025 Q1. The latest visible filing shows BRK/A at 0.23% 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 Ritter Daniher Financial Advisory LLC / DE'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 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% 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 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 Ritter Daniher Financial Advisory LLC / DE held BRK/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 2 0% 0.23% $1.5M 2026-07-14 $704760.00
2026 Q1 UNCHANGED 2 0% 0.24% $1.4M 2026-05-06 $704760.00
2025 Q4 UNCHANGED 2 0% 0.25% $1.5M 2026-02-10 $750020.00
2025 Q3 UNCHANGED 2 0% 0.27% $1.5M 2025-11-03 $712170.00
2025 Q2 UNCHANGED 2 0% 0.36% $1.5M 2025-08-11 $698440.00
2025 Q1 INITIATED 2 0.44% $1.6M 2025-05-09 $770999.00

FAQ About Ritter Daniher Financial Advisory LLC / DE 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 Ritter Daniher Financial Advisory LLC / DE reported owning BRK/A?

Ritter Daniher Financial Advisory LLC / DE reported BRK/A across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported BRK/A position in Ritter Daniher Financial Advisory LLC / DE's portfolio?

The largest reported portfolio weight for BRK/A was 0.44% in 2025 Q1.

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

The most recent filing on this page is 2026 Q2, when Ritter Daniher Financial Advisory LLC / DE reported 2 shares, equal to 0.23% of portfolio, with an estimated market value of $1.5M.

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

The chart compares Ritter Daniher Financial Advisory LLC / DE'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.

← Back to Ritter Daniher Financial Advisory LLC / DE Holdings