Accurate Wealth Management, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1877728
WESLEY CHAPEL, FL
Position in BRK-B
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,146,231
+$393,137 QoQ
Shares Held
8,286
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,053
of 4,965 holders
Holding Since
Jun 2021
21 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, 2026Accurate Wealth Management, LLC holds $7,566,773 across 3 Insurance - Diversified names. BRK-B ranks #1 (54.8% of the industry book) .
All Filings in BRK-B
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,146,231 | 8,286 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,753,094 | 7,832 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-01-14 | |
| 2025-12-31 | $3,453,708 | 6,871 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-10-20 | |
| 2025-09-30 | $3,497,059 | 6,956 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-07-15 | |
| 2025-06-30 | $3,277,004 | 6,746 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-04-15 | |
| 2025-03-31 | $3,557,634 | 6,680 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-01-14 | |
| 2024-12-31 | $3,200,610 | 7,061 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 BRK-A | $691,180 | 1 | Shares | Sole | 2024-10-17 | |
| 2024-09-30 | $3,118,721 | 6,776 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $2,327,709 | 5,722 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,071,061 | 4,925 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,595,696 | 4,474 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,200,447 | 11,991 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,020,731 | 11,791 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,578,538 | 8,351 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $892,412 | 2,889 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $412,545 | 1,545 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $337,998 | 1,238 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,061,700 | 5,842 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $731,055 | 2,445 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $713,465 | 2,614 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $653,112 | 2,350 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||