Position in BRK-B
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$437,841
-$30,337 QoQ
Shares Held
875
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#4,244
of 4,950 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Dogwood Wealth Management LLC holds $467,375 across 4 Insurance - Diversified names. BRK-B ranks #1 (93.7% of the industry book) .
All Filings in BRK-B
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,841 | 875 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $468,178 | 977 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $653,445 | 1,300 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $836,056 | 1,663 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $769,459 | 1,584 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $145,926 | 274 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $106,974 | 236 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $4,602 | 10 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $4,068 | 10 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $4,205 | 10 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $3,566 | 10 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||