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RBA Wealth Management, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1776296 NEWPORT BEACH, CA

Position in BRK-B

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$241,688
-$1,431,796 QoQ
Shares Held
483
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#4,696
of 4,950 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, 2026

RBA Wealth Management, LLC holds $6,040,731 across 2 Insurance - Diversified names. BRK-B ranks #2 (4.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BRK-B
Berkshire Hathaway Inc
This page
483 $241,688

All Filings in BRK-B

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42 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $241,688 483
2026-03-31 BRK-A $1,436,280 2
2026-03-31 $237,204 495
2025-12-31 BRK-A $1,509,600 2
2025-12-31 $248,811 495
2025-09-30 BRK-A $1,508,400 2
2025-09-30 $246,342 490
2025-06-30 BRK-A $1,457,600 2
2025-06-30 $238,027 490
2025-03-31 BRK-A $1,596,884 2
2025-03-31 $283,332 532
2024-12-31 $241,144 532
2024-09-30 $301,930 656
2024-06-30 $279,064 686
2024-03-31 $317,492 755
2023-12-31 $269,278 755
2023-09-30 $266,578 761
2023-06-30 $259,501 761
2023-03-31 $241,149 781
2022-12-31 BRK-A $937,422 2
2022-12-31 $241,250 781
2022-09-30 BRK-A $812,940 2
2022-09-30 $249,663 935
2022-06-30 BRK-A $817,900 2
2022-06-30 $259,915 952
2022-03-31 BRK-A $1,057,842 2
2022-03-31 $338,440 959
2021-12-31 BRK-A $901,324 2
2021-12-31 $286,741 959
2021-09-30 BRK-A $822,758 2
2021-09-30 $261,749 959
2021-06-30 BRK-A $837,202 2
2021-06-30 $298,208 1,073
2021-03-31 BRK-A $771,404 2
2021-03-31 $284,082 1,112
2020-12-31 $327,632 1,413
2020-09-30 BRK-A $640,002 2
2020-09-30 $459,098 2,156
2020-06-30 BRK-A $534,600 2
2020-06-30 $417,356 2,338
2020-03-31 BRK-A $544,000 2
2020-03-31 $502,599 2,749