Position in BRK-B
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$37,529
-$14,377,396 QoQ
Shares Held
75
-99.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#4,911
of 4,949 holders
Holding Since
Dec 2020
19 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, 2026Ascentis Independent Advisors holds $37,529 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
|
75 | $37,529 |
All Filings in BRK-B
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,529 | 75 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 BRK-A | $1,436,280 | 2 | Shares | Sole | 2026-04-28 | |
| 2026-03-31 | $12,978,645 | 27,084 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $7,105,460 | 14,136 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,945,353 | 13,815 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,690,510 | 13,773 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,564,233 | 14,203 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,650,070 | 14,671 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,516,361 | 14,158 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,155,290 | 15,131 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $5,439,421 | 15,251 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $5,349,431 | 15,271 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $5,165,468 | 15,148 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,087,188 | 13,237 | Shares | Sole | 2023-06-01 | |
| 2022-03-31 | $3,451,106 | 9,779 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $2,914,951 | 9,749 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,748,232 | 10,069 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,763,636 | 9,944 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,943,269 | 11,521 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,672,301 | 11,525 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||