Position in BRK-B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,966,768
-$155,373 QoQ
Shares Held
19,918
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,339
of 4,950 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $9,966,768 across 1 Insurance - Diversified name. BRK-B ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
19,918 | $9,966,768 |
All Filings in BRK-B
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,966,768 | 19,918 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,122,141 | 21,123 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,118,847 | 20,131 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,491,731 | 18,880 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,474,257 | 17,445 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,502,639 | 15,965 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $7,130,547 | 15,731 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,634,647 | 14,415 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,976,298 | 14,691 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 BRK-A | $634,440 | 1 | Shares | Sole | 2024-05-03 | |
| 2024-03-31 | $5,460,452 | 12,985 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 BRK-A | $542,625 | 1 | Shares | Sole | 2024-02-06 | |
| 2023-12-31 | $4,315,942 | 12,101 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-10-13 | |
| 2023-09-30 | $4,266,303 | 12,179 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-08-03 | |
| 2023-06-30 | $4,902,557 | 14,377 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,121,365 | 19,825 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,800,215 | 18,777 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,516,109 | 16,913 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,661,744 | 13,412 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,698,996 | 13,315 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,471,689 | 11,611 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,307,486 | 12,118 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,162,729 | 11,380 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,444,592 | 9,569 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,287,861 | 9,867 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,335,985 | 6,274 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $1,087,482 | 6,092 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,008,855 | 5,518 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||