Position in BRK-B
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,885,925
+$452,964 QoQ
Shares Held
17,758
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.78%
of 13F equity value
Holder Rank
#1,399
of 4,950 holders
Holding Since
Dec 2020
23 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, 2026High Note Wealth, LLC holds $8,904,690 across 4 Insurance - Diversified names. BRK-B ranks #1 (99.8% of the industry book) .
All Filings in BRK-B
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,885,925 | 17,758 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,432,961 | 17,598 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,796,375 | 17,500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,788,900 | 17,482 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,408,678 | 17,310 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $9,221,622 | 17,315 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,878,459 | 17,381 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $7,939,945 | 17,251 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,977,840 | 17,153 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,847,327 | 16,283 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,546,063 | 15,550 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,190,395 | 14,817 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $4,888,917 | 14,337 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,809,710 | 15,577 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,744,086 | 15,358 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,011,975 | 15,025 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,971,894 | 14,548 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,619,944 | 13,091 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,873,844 | 12,956 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,472,069 | 12,721 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,461,215 | 12,454 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,190,820 | 12,490 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,887,245 | 12,452 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||