BURKETT FINANCIAL SERVICES, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1762716
ROCK HILL, SC
Position in BRK-B
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$244,190
+$10,341 QoQ
Shares Held
488
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#4,700
of 4,965 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026BURKETT FINANCIAL SERVICES, LLC holds $247,587 across 2 Insurance - Diversified names. BRK-B ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
488 | $244,190 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
35 | $3,397 |
All Filings in BRK-B
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,190 | 488 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $233,849 | 488 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $282,991 | 563 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $291,086 | 579 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $264,258 | 544 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $289,723 | 544 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $143,689 | 317 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $223,686 | 486 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $197,704 | 486 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $214,885 | 511 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $512,163 | 1,436 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||