WILLNER & HELLER, LLC BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in WILLNER & HELLER, LLC  ·  13 quarters on record

AI Ownership Summary

WILLNER & HELLER, LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.23% in 2025 Q1. The latest visible filing shows BRK/B at 1.70% 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 WILLNER & HELLER, 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
2026 Q1

BRK/B was reported at 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.23% 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
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.

BRK/B stock page WILLNER & HELLER, LLC fund profile WILLNER & HELLER, LLC full holdings
How WILLNER & HELLER, LLC 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 — — — 4,749 -154 -3.1% 1.70% $2.3M 2026-04-17 $474.58
2025 Q4 REDUCED — — — 4,903 -386 -7.3% 1.77% $2.5M 2026-01-12 $498.67
2025 Q3 ADDED — — — 5,289 +790 +17.6% 2.04% $2.7M 2025-10-16 $488.81
2025 Q2 REDUCED — — — 4,499 -36 -0.8% 1.84% $2.2M 2025-07-22 $478.13
2025 Q1 REDUCED — — — 4,535 -245 -5.1% 2.23% $2.4M 2025-05-05 $512.15
2024 Q4 ADDED — — — 4,780 +445 +10.3% 1.90% $2.2M 2025-01-16 $462.81
2024 Q3 REDUCED — — — 4,335 -223 -4.9% 1.78% $2.0M 2024-10-10 $454.93
2024 Q2 ADDED — — — 4,558 +45 +1.0% 1.91% $1.9M 2024-07-19 $434.47
2023 Q4 REDUCED — — — 4,513 -39 -0.9% 1.80% $1.6M 2024-03-06 $403.96
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About WILLNER & HELLER, 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 WILLNER & HELLER, LLC reported owning BRK/B?

WILLNER & HELLER, LLC reported BRK/B across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in WILLNER & HELLER, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 2.23% in 2025 Q1.

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

The most recent filing on this page is 2026 Q1, when WILLNER & HELLER, LLC reported 4,749 shares, equal to 1.70% of portfolio, with an estimated market value of $2.3M.

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

The chart compares WILLNER & HELLER, 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 WILLNER & HELLER, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, WILLNER & HELLER, LLC correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on BRK/B relative to SPY over the holding period was -7.4%.

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