Triton Wealth Management, PLLC BRK/B BERKSHIRE HATHAWAY INC DEL

Ownership history in Triton Wealth Management, PLLC  ·  24 quarters on record

AI Ownership Summary

Triton Wealth Management, PLLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.61% in 2024 Q1. The latest visible filing shows BRK/B at 0.40% 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 Triton Wealth Management, PLLC'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 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2024 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 Triton Wealth Management, PLLC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,248 -5 -0.2% 0.40% $1.1M 2026-05-01 $469.32
2025 Q4 REDUCED 2,253 -4 -0.2% 0.42% $1.1M 2026-02-05 $503.89
2025 Q3 ADDED 2,257 +3 +0.1% 0.41% $1.1M 2025-11-13 $513.11
2025 Q2 ADDED 2,254 +101 +4.7% 0.46% $1.1M 2025-07-28 $481.70
2024 Q4 ADDED 2,153 +102 +5.0% 0.52% $1.0M 2025-03-18 $523.14
2024 Q3 REDUCED 2,051 -142 -6.5% 0.53% $941K 2024-10-04 $461.97
2024 Q2 UNCHANGED 2,193 0% 0.56% $952K 2024-08-14 $438.47
2024 Q1 UNCHANGED 2,193 0% 0.61% $888K 2024-04-25 $404.91
2023 Q4 UNCHANGED 2,193 0% 0.53% $801K 2024-01-25 $380.85
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Triton Wealth Management, PLLC 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 Triton Wealth Management, PLLC reported owning BRK/B?

Triton Wealth Management, PLLC reported BRK/B across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Triton Wealth Management, PLLC's portfolio?

The largest reported portfolio weight for BRK/B was 0.61% in 2024 Q1.

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

The most recent filing on this page is 2026 Q1, when Triton Wealth Management, PLLC reported 2,248 shares, equal to 0.40% of portfolio, with an estimated market value of $1.1M.

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

The chart compares Triton Wealth Management, PLLC'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 Triton Wealth Management, PLLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Triton Wealth Management, PLLC correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on BRK/B relative to SPY over the holding period was +-0.0%.

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