Position in BRK-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$69,053
+$8,195 QoQ
Shares Held
138
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#4,907
of 4,965 holders
Holding Since
Jun 2021
12 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, 2026Lloyd Advisory Services, LLC. holds $69,053 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
|
138 | $69,053 |
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 | $69,053 | 138 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $60,858 | 127 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $99,022 | 197 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $236,790 | 471 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $225,397 | 464 | Shares | Sole | 2025-07-16 | |
| 2024-03-31 | $3,544,983 | 8,430 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $509,667 | 1,429 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,180,267 | 6,224 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $45,172 | 128 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $31,395 | 105 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $1,364 | 5 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $1,389 | 5 | Shares | Other | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||