Private Wealth Asset Management, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1883006
OMAHA, NE
Position in BRK-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,001,296
-$12,861,616 QoQ
Shares Held
34,479
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.46%
of 13F equity value
Holder Rank
#980
of 4,950 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $25,669,279 across 5 Insurance - Diversified names. BRK-B ranks #1 (70.1% of the industry book) .
All Filings in BRK-B
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $748,850 | 1 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $17,252,446 | 34,478 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 BRK-A | $15,080,940 | 21 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $15,781,972 | 32,934 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 BRK-A | $15,096,000 | 20 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $16,290,886 | 32,410 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 BRK-A | $15,084,000 | 20 | Shares | Sole | 2025-11-03 | |
| 2025-09-30 | $19,219,750 | 38,230 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 BRK-A | $14,576,000 | 20 | Shares | Sole | 2025-07-28 | |
| 2025-06-30 | $27,090,907 | 55,769 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 BRK-A | $15,968,840 | 20 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $30,537,072 | 57,338 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||