Retirement Wealth Solutions LLC
PensionPosition in BRK-B — Berkshire Hathaway Inc
CIK 2044741
MARSHFIELD, WI
Position in BRK-B
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,180,420
+$45,196 QoQ
Shares Held
2,359
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
9.59%
of 13F equity value
Holder Rank
#3,312
of 4,950 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, 2026Retirement Wealth Solutions LLC holds $1,183,733 across 4 Insurance - Diversified names. BRK-B ranks #1 (99.7% 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 | $1,180,420 | 2,359 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,135,224 | 2,369 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,174,190 | 2,336 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,162,837 | 2,313 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $114,641 | 236 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $125,688 | 236 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $106,974 | 236 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||