Position in BRK-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$449,850
+$28,154 QoQ
Shares Held
899
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#4,217
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, 2026CURIO WEALTH, LLC holds $449,850 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
|
899 | $449,850 |
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 | $449,850 | 899 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $421,696 | 880 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $437,808 | 871 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $157,357 | 313 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $393,473 | 810 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,923 | 13 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $204,882 | 452 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||