Position in BRK-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$149,616
+$25,983 QoQ
Shares Held
299
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#4,859
of 4,965 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $158,389 across 4 Insurance - Diversified names. BRK-B ranks #1 (94.5% of the industry book) .
All Filings in BRK-B
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,616 | 299 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $123,633 | 258 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $151,297 | 301 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $107,083 | 213 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $108,326 | 223 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $62,844 | 118 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $43,061 | 95 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||