Financial Gravity Companies, Inc.
Position in BRK-B — Berkshire Hathaway Inc
CIK 1377167
Lakeway, TX
Position in BRK-B
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,566,559
+$810,586 QoQ
Shares Held
9,126
+18.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#1,964
of 4,965 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $4,652,523 across 5 Insurance - Diversified names. BRK-B ranks #1 (98.2% of the industry book) .
All Filings in BRK-B
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,566,559 | 9,126 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $3,755,973 | 7,732 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $2,551,966 | 5,630 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||