Wealth Preservation Advisors, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1968434
CHATTANOOGA, TN
Position in BRK-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,067,109
+$1,960,248 QoQ
Shares Held
4,131
+1752.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#2,708
of 4,950 holders
Holding Since
Mar 2025
6 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, 2026Wealth Preservation Advisors, LLC holds $2,067,109 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
|
4,131 | $2,067,109 |
All Filings in BRK-B
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,067,109 | 4,131 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $106,861 | 223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $757,995 | 1,508 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $416,268 | 828 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $369,670 | 761 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $405,292 | 761 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||