Basepoint Wealth LLC BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Ownership history in Basepoint Wealth LLC  ·  3 quarters on record

AI Ownership Summary

Basepoint Wealth LLC reported BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK/B) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 3.12% in 2025 Q4. The latest visible filing shows BRK/B at 2.77% 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/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Basepoint Wealth LLC's position in BERKSHIRE HATHAWAY INC DEL CL B NEW, 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 2.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.12% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 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 Basepoint Wealth LLC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 10,120 -100 -1.0% 2.77% $4.8M 2026-05-07 $469.32
2025 Q4 REDUCED 10,220 -1,034 -9.2% 3.12% $5.1M 2026-02-10 $500.30
2025 Q3 INITIATED 11,254 3.08% $3.5M 2025-11-13 $513.11

FAQ About Basepoint Wealth 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 Basepoint Wealth LLC reported owning BRK/B?

Basepoint Wealth LLC reported BRK/B across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BRK/B position in Basepoint Wealth LLC's portfolio?

The largest reported portfolio weight for BRK/B was 3.12% in 2025 Q4.

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

The most recent filing on this page is 2026 Q1, when Basepoint Wealth LLC reported 10,120 shares, equal to 2.77% of portfolio, with an estimated market value of $4.8M.

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

The chart compares Basepoint Wealth 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.

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