Q4 2024 |
41 |
$152M |
+$1.66M |
-$5.84M |
-$4.18M |
KW, BRKA, WTM, BRKB, GOOGL
|
13F-HR |
2/13/2025, 04:37 PM |
Q3 2024 |
44 |
$156M |
+$3.13M |
-$3.03M |
+$103K |
KW, BRKA, WTM, BRKB, GOOGL
|
13F-HR |
11/13/2024, 02:56 PM |
Q2 2024 |
49 |
$145M |
+$3.19M |
-$1.2M |
+$1.98M |
KW, BRKA, WTM, BRKB, GOOGL
|
13F-HR |
8/12/2024, 08:38 AM |
Q1 2024 |
45 |
$139M |
+$1.05M |
-$5.08M |
-$4.04M |
KW, BRKA, WTM, BRKB, GOOGL
|
Restatement |
5/16/2024, 03:43 PM |
Q4 2023 |
46 |
$144M |
+$1.2M |
-$1.87M |
-$664K |
KW, BRKA, WTM, BRKB, GOOGL
|
13F-HR |
2/13/2024, 03:09 PM |
Q3 2023 |
54 |
$153M |
+$1.53M |
-$1.33M |
+$198K |
KW, WTM, BRKA, BRKB, GOOGL
|
13F-HR |
11/13/2023, 03:18 PM |
Q2 2023 |
50 |
$157M |
+$1.75M |
-$743K |
+$1.01M |
KW, BRKA, WTM, BRKB, AAPL
|
13F-HR |
8/14/2023, 11:24 AM |
Q1 2023 |
43 |
$151M |
+$1.26M |
-$1.07M |
+$191K |
KW, WTM, BRKA, BRKB, AAPL
|
13F-HR |
5/12/2023, 03:45 PM |
Q4 2022 |
41 |
$146M |
+$539K |
-$1.56M |
-$1.02M |
KW, WTM, BRKA, BRKB, AAPL
|
13F-HR |
2/14/2023, 10:25 AM |
Q3 2022 |
44 |
$138M |
+$6.85M |
-$4.53M |
+$2.32M |
KW, WTM, BRKA, BRKB, AAPL
|
13F-HR |
11/14/2022, 10:01 AM |
Q2 2022 |
47 |
$156M |
+$3.43M |
-$458K |
+$2.97M |
KW, WTM, BRKA, BRKB, GOOGL
|
13F-HR |
8/12/2022, 03:33 PM |
Q1 2022 |
42 |
$186M |
+$1.23M |
-$4.09M |
-$2.86M |
KW, BRKA, WTM, BRKB, AAPL
|
13F-HR |
5/10/2022, 03:12 PM |
Q4 2021 |
39 |
$177M |
+$1.09M |
-$3.2M |
-$2.11M |
KW, BRKA, WTM, BRKB, AAPL
|
13F-HR |
2/14/2022, 09:41 AM |
Q3 2021 |
41 |
$165M |
+$1.93M |
-$873K |
+$1.05M |
KW, WTM, BRKA, BRKB, GOOG
|
13F-HR |
11/12/2021, 08:55 AM |
Q2 2021 |
42 |
$163M |
+$1.63M |
-$4.84M |
-$3.2M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
8/13/2021, 10:28 AM |
Q1 2021 |
45 |
$162M |
+$3.26M |
-$8.4M |
-$5.15M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
5/11/2021, 04:19 PM |
Q4 2020 |
37 |
$150M |
+$636K |
-$3.93M |
-$3.29M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
2/12/2021, 02:02 PM |
Q3 2020 |
39 |
$128M |
+$4.45M |
-$522K |
+$3.92M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
11/16/2020, 01:10 PM |
Q2 2020 |
36 |
$129M |
+$554K |
-$1.12M |
-$563K |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
8/13/2020, 02:58 PM |
Q1 2020 |
40 |
$120M |
+$2.88M |
-$2.91M |
-$35.5K |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
5/13/2020, 02:49 PM |
Q4 2019 |
40 |
$174M |
+$695K |
-$2.64M |
-$1.95M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
2/14/2020, 09:03 AM |
Q3 2019 |
38 |
$171M |
+$1.34M |
-$5.53M |
-$4.19M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
11/14/2019, 04:07 PM |
Q2 2019 |
37 |
$168M |
+$2.58M |
-$1.9M |
+$682K |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
8/14/2019, 10:28 AM |
Q1 2019 |
31 |
$167M |
+$254K |
-$1.86M |
-$1.6M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
5/14/2019, 02:51 PM |
Q4 2018 |
31 |
$151M |
+$3.41M |
-$305K |
+$3.11M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
2/13/2019, 11:09 AM |
Q3 2018 |
30 |
$170M |
+$132K |
-$2.58M |
-$2.45M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
11/13/2018, 04:25 PM |
Q2 2018 |
34 |
$172M |
+$3.42M |
-$5.21M |
-$1.79M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
8/14/2018, 11:45 AM |
Q1 2018 |
33 |
$157M |
+$2.9M |
-$1.14M |
+$1.77M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
5/14/2018, 02:43 PM |
Q4 2017 |
33 |
$157M |
+$6.42M |
-$1.59M |
+$4.83M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
2/14/2018, 02:14 PM |
Q3 2017 |
37 |
$155M |
+$2.19M |
-$1.06M |
+$1.13M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
11/13/2017, 09:39 AM |
Q2 2017 |
41 |
$157M |
+$1.99M |
-$1.36M |
+$630K |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
8/11/2017, 03:54 PM |
Q1 2017 |
40 |
$171M |
+$294K |
-$3.28M |
-$2.99M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
5/15/2017, 10:30 AM |
Q4 2016 |
40 |
$164M |
+$1.32M |
-$2.75M |
-$1.43M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
2/13/2017, 03:52 PM |
Q3 2016 |
43 |
$166M |
+$936K |
-$2.1M |
-$1.17M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
11/10/2016, 02:58 PM |
Q2 2016 |
45 |
$152M |
+$2.44M |
-$1.1M |
+$1.35M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
8/12/2016, 03:45 PM |
Q1 2016 |
48 |
$163M |
+$4.96M |
-$1.6M |
+$3.36M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
5/13/2016, 09:15 AM |
Q4 2015 |
49 |
$167M |
+$4.28M |
-$1.97M |
+$2.31M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
2/12/2016, 11:44 AM |
Q3 2015 |
51 |
$161M |
+$7.92M |
-$995K |
+$6.92M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
11/13/2015, 09:13 AM |
Q2 2015 |
46 |
$167M |
+$2.59M |
-$1.17M |
+$1.42M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
8/11/2015, 10:35 AM |
Q1 2015 |
46 |
$175M |
+$3.48M |
-$550K |
+$2.93M |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
5/13/2015, 02:38 PM |
Q4 2014 |
50 |
$172M |
+$4.34M |
-$4.43M |
-$91.9K |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
2/17/2015, 09:40 AM |
Q3 2014 |
47 |
$168M |
+$4.29M |
-$4.42M |
-$126K |
KW, WTM, BRKA, BRKB, CDZI
|
13F-HR |
11/13/2014, 09:00 AM |
Q2 2014 |
46 |
$177M |
+$4.88M |
-$1.18M |
+$3.7M |
KW, WTM, BRKB, BRKA, CDZI
|
13F-HR |
8/12/2014, 10:55 AM |
Q1 2014 |
47 |
$158M |
+$4.14M |
-$2.72M |
+$1.42M |
KW, WTM, BRKB, BRKA, CDZI
|
13F-HR |
5/14/2014, 10:58 AM |
Q4 2013 |
45 |
$154M |
|
|
|
KW, WTM, BRKB, BRKA, CDZI
|
13F-HR |
2/12/2014, 10:29 AM |