Dynasty Wealth Management, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1727599
ST. PETERSBURG, FL
Position in BRK-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$283,721
-$7,632 QoQ
Shares Held
567
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4,595
of 4,965 holders
Holding Since
Mar 2024
5 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, 2026Dynasty Wealth Management, LLC holds $1,105,100 across 4 Insurance - Diversified names. BRK-B ranks #2 (25.7% of the industry book) .
All Filings in BRK-B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,721 | 567 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $291,353 | 608 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $229,711 | 457 | Shares | Sole | 2026-02-10 | |
| 2024-06-30 | $3,459,834 | 8,505 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,642,964 | 8,663 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||