ELEVATION POINT WEALTH PARTNERS, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1744349 DENVER, CO

Position in BRK-B

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$19,806,436

+$2,239,923 QoQ

Shares Held

39,582

+8.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#939

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $22,056,627 across 4 Insurance - Diversified names. BRK-B ranks #1 (89.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	39,582	$19,806,436
2	ACGL	Arch Capital Group Ltd.	17,710	$1,718,932
3	AIG	American International Group, Inc.	4,301	$320,553
4	HIG	Hartford Insurance Group, Inc.	1,590	$210,706

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,806,436	39,582	+8.0%	Shares	Sole	2026-08-12
2026-03-31	$17,566,513	36,658	+171.0%	Shares	Sole	2026-04-27
2025-12-31	$6,798,843	13,526	-33.8%	Shares	Sole	2026-02-12
2025-09-30	$10,264,945	20,418	-17.3%	Shares	Sole	2025-11-14
2025-06-30	$11,997,547	24,698	-3.5%	Shares	Sole	2026-02-03
2025-03-31	$13,632,450	25,597	-0.9%	Shares	Sole	2026-02-03
2024-12-31	$11,709,128	25,832	+80.7%	Shares	Sole	2026-02-03
2024-09-30	$6,579,416	14,295	-51.9%	Shares	Sole	2026-02-03
2024-06-30	$12,097,417	29,738	+2.3%	Shares	Sole	2026-02-03
2024-03-31	$12,224,095	29,069	+58.5%	Shares	Sole	2026-02-03
2023-12-31	$6,539,717	18,336	-0.2%	Shares	Sole	2024-02-13
2023-09-30	$6,435,711	18,372	-0.4%	Shares	Sole	2023-10-11
2023-06-30	$6,288,722	18,442	-14.1%	Shares	Sole	2023-08-14
2023-03-31	$6,631,762	21,478	+1.6%	Shares	Sole	2023-05-11
2022-12-31	$6,530,454	21,141	+1.8%	Shares	Sole	2023-02-14
2022-09-30	$5,542,801	20,758	+4.3%	Shares	Sole	2022-11-07
2022-06-30	$5,434,736	19,906	-7.8%	Shares	Sole	2022-08-02
2022-03-31	$7,616,150	21,581	+3.9%	Shares	Sole	2022-05-03
2021-12-31	$6,211,725	20,775	+3.4%	Shares	Sole	2022-02-02
2021-09-30	$5,482,545	20,087	+274.1%	Shares	Sole	2021-11-02
2021-06-30	$1,492,152	5,369	+0.7%	Shares	Sole	2021-08-04
2021-03-31	$1,361,655	5,330	-13.0%	Shares	Sole	2021-05-04
2020-12-31	$1,419,740	6,123	-6.9%	Shares	Sole	2021-02-12
2020-09-30	$1,400,506	6,577	+2.3%	Shares	Sole	2020-11-16
2020-06-30	$1,147,462	6,428	+16.9%	Shares	Sole	2020-07-09
2020-03-31	$1,005,016	5,497	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.