EVOLUTION WEALTH MANAGEMENT INC.
Position in BRK-B — Berkshire Hathaway Inc
CIK 2010029
FORT MYERS, FL
Position in BRK-B
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$343,767
-$47,260 QoQ
Shares Held
687
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#4,440
of 4,950 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $350,984 across 3 Insurance - Diversified names. BRK-B ranks #1 (97.9% of the industry book) .
All Filings in BRK-B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,767 | 687 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $391,027 | 816 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $333,759 | 664 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $320,245 | 637 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $282,718 | 582 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||