Position in BRK-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$292,728
+$70,859 QoQ
Shares Held
585
+26.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#4,570
of 4,965 holders
Holding Since
Sep 2024
8 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, 2026Legacy Wealth Managment, LLC/ID holds $292,728 across 1 Insurance - Diversified name. BRK-B ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
585 | $292,728 |
All Filings in BRK-B
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,728 | 585 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $221,869 | 463 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $300,082 | 597 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $324,267 | 645 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $136,501 | 281 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $168,295 | 316 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $127,371 | 281 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $130,713 | 284 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||