Legacy Capital Wealth Partners, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1766228
LITTLE ROCK, AR
Position in BRK-B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,508,675
+$249,817 QoQ
Shares Held
3,015
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#3,030
of 4,965 holders
Holding Since
Mar 2023
12 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, 2026Legacy Capital Wealth Partners, LLC holds $2,703,500 across 3 Insurance - Diversified names. BRK-B ranks #1 (55.8% of the industry book) .
All Filings in BRK-B
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,508,675 | 3,015 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,258,858 | 2,627 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,349,112 | 2,684 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,115,077 | 2,218 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,030,318 | 2,121 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,076,876 | 2,022 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $907,013 | 2,001 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $882,318 | 1,917 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $795,294 | 1,955 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $544,619 | 1,527 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $715,312 | 2,042 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $416,530 | 1,349 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||