Position in BRK-B
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$420,827
+$15,903 QoQ
Shares Held
841
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#4,270
of 4,947 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $501,311 across 4 Insurance - Diversified names. BRK-B ranks #1 (83.9% of the industry book) .
All Filings in BRK-B
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,827 | 841 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $404,924 | 845 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $441,829 | 879 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $135,237 | 269 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $129,700 | 267 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $150,187 | 282 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $111,960 | 247 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $111,843 | 243 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $78,105 | 192 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $69,385 | 165 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $33,526 | 94 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||