Opal Wealth Advisors, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1844201 JERICHO, NY

Position in BRK-B

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$630,991

-$124,228 QoQ

Shares Held

1,261

-20.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#3,919

of 4,950 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $630,991 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	1,261	$630,991

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$630,991	1,261	-20.0%	Shares	Sole	2026-07-20
2026-03-31	$755,219	1,576	-11.0%	Shares	Sole	2026-04-14
2025-12-31	$890,193	1,771	+40.7%	Shares	Sole	2026-01-26
2025-09-30	$632,949	1,259	+7.2%	Shares	Sole	2025-10-24
2025-06-30	$570,293	1,174	-9.8%	Shares	Sole	2025-07-14
2025-03-31	$692,886	1,301	+1.9%	Shares	Sole	2025-04-16
2024-12-31	$578,838	1,277	-3.1%	Shares	Sole	2025-01-29
2024-09-30	$606,622	1,318	-2.6%	Shares	Sole	2024-10-15
2024-06-30	$550,400	1,353	-8.0%	Shares	Sole	2024-07-12
2024-03-31	$618,584	1,471	-3.6%	Shares	Sole	2024-04-11
2023-12-31	$544,263	1,526	-3.5%	Shares	Sole	2024-01-22
2023-09-30	$554,174	1,582	-2.7%	Shares	Sole	2023-10-18
2023-06-30	$554,466	1,626	-3.6%	Shares	Sole	2023-07-27
2023-03-31	$520,586	1,686	+1.6%	Shares	Sole	2023-04-19
2022-12-31	$512,465	1,659	+3.2%	Shares	Sole	2023-02-03
2022-09-30	$429,368	1,608	+3.3%	Shares	Sole	2022-10-17
2022-06-30	$425,092	1,557	-2.4%	Shares	Sole	2022-08-10
2022-03-31	$562,891	1,595	+0.3%	Shares	Sole	2022-05-09
2021-12-31	$475,410	1,590	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.