Position in BRK-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,047,487
-$7,431,677 QoQ
Shares Held
15,103
-16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.16%
of 13F equity value
Holder Rank
#1,213
of 4,965 holders
Holding Since
Dec 2020
23 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, 2026Destiny Wealth Partners, LLC holds $12,047,487 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
|
15,103 | $12,047,487 |
All Filings in BRK-B
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42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $4,493,100 | 6 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $7,554,387 | 15,097 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 BRK-A | $10,772,100 | 15 | Shares | Sole | 2026-05-11 | |
| 2026-03-31 | $8,707,064 | 18,170 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 BRK-A | $11,322,000 | 15 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $9,133,150 | 18,170 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 BRK-A | $11,313,000 | 15 | Shares | Sole | 2025-10-06 | |
| 2025-09-30 | $9,227,289 | 18,354 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 BRK-A | $10,932,000 | 15 | Shares | Sole | 2025-07-16 | |
| 2025-06-30 | $9,232,058 | 19,005 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 BRK-A | $11,976,630 | 15 | Shares | Sole | 2025-04-14 | |
| 2025-03-31 | $9,631,709 | 18,085 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 BRK-A | $1,361,840 | 2 | Shares | Sole | 2025-01-24 | |
| 2024-12-31 | $8,261,028 | 18,225 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,240,955 | 17,905 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,288,228 | 17,916 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $7,575,247 | 18,014 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $6,575,740 | 18,437 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 BRK-A | $2,657,385 | 5 | Shares | Sole | 2023-10-10 | |
| 2023-09-30 | $6,527,139 | 18,633 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 BRK-A | $8,284,960 | 16 | Shares | Sole | 2023-07-26 | |
| 2023-06-30 | $6,190,855 | 18,155 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 BRK-A | $7,449,600 | 16 | Shares | Sole | 2023-04-26 | |
| 2023-03-31 | $5,711,936 | 18,499 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 BRK-A | $7,499,376 | 16 | Shares | Sole | 2023-01-27 | |
| 2022-12-31 | $5,729,477 | 18,548 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 BRK-A | $6,503,520 | 16 | Shares | Sole | 2022-10-25 | |
| 2022-09-30 | $4,950,016 | 18,538 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 BRK-A | $6,543,200 | 16 | Shares | Sole | 2022-07-15 | |
| 2022-06-30 | $5,061,244 | 18,538 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 BRK-A | $8,462,736 | 16 | Shares | Sole | 2022-04-21 | |
| 2022-03-31 | $6,508,719 | 18,443 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 BRK-A | $7,210,592 | 16 | Shares | Sole | 2022-01-20 | |
| 2021-12-31 | $5,651,100 | 18,900 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 BRK-A | $6,582,064 | 16 | Shares | Sole | 2021-10-28 | |
| 2021-09-30 | $5,697,622 | 20,875 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 BRK-A | $6,697,616 | 16 | Shares | Sole | 2021-07-27 | |
| 2021-06-30 | $5,863,000 | 21,096 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 BRK-A | $5,785,530 | 15 | Shares | Sole | 2021-04-22 | |
| 2021-03-31 | $5,416,985 | 21,204 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 BRK-A | $5,565,040 | 16 | Shares | Sole | 2021-02-05 | |
| 2020-12-31 | $4,899,644 | 21,131 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||