Position in BRK-B
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,261,483
-$681,492 QoQ
Shares Held
2,521
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#3,251
of 4,965 holders
Holding Since
Jun 2023
10 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, 2026Impact Partnership Wealth, LLC holds $4,504,550 across 3 Insurance - Diversified names. BRK-B ranks #3 (28.0% 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 | $1,261,483 | 2,521 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-04-23 | |
| 2026-03-31 | $1,224,835 | 2,556 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $1,459,695 | 2,904 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $297,622 | 592 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $618,870 | 1,274 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $232,737 | 437 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $422,622 | 1,005 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $51,359 | 144 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $215,083 | 614 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $152,086 | 446 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||