Sound Income Strategies, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1730960
Ft Lauderdale, FL
Position in BRK-B
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,365,623
+$213,925 QoQ
Shares Held
6,726
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,228
of 4,965 holders
Holding Since
Mar 2020
26 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, 2026Sound Income Strategies, LLC holds $3,365,623 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
|
6,726 | $3,365,623 |
All Filings in BRK-B
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,365,623 | 6,726 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,151,698 | 6,577 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,234,050 | 6,434 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,837,464 | 5,644 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,153,333 | 8,550 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,450,053 | 6,478 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,624,491 | 5,790 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,529,128 | 5,495 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,208,924 | 5,430 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,671,567 | 3,975 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,385,980 | 3,886 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,081,726 | 3,088 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,026,410 | 3,010 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $841,398 | 2,725 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $824,145 | 2,668 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $631,769 | 2,366 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $623,031 | 2,282 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $793,341 | 2,248 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $668,265 | 2,235 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $693,540 | 2,541 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $706,750 | 2,543 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $670,608 | 2,625 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $406,004 | 1,751 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $372,857 | 1,751 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $311,142 | 1,743 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $296,367 | 1,621 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||