WEALTHEDGE INVESTMENT ADVISORS, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 2058455
NEW YORK, NY
Position in BRK-B
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,703,327
-$1,036,557 QoQ
Shares Held
3,404
-19.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#2,896
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, 2026WEALTHEDGE INVESTMENT ADVISORS, LLC holds $1,703,327 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
|
3,404 | $1,703,327 |
All Filings in BRK-B
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,703,327 | 3,404 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-05-08 | |
| 2026-03-31 | $2,021,744 | 4,219 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,006,305 | 2,002 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $1,013,021 | 2,015 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $835,038 | 1,719 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $734,427 | 1,379 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-03-12 | |
| 2024-12-31 | $625,073 | 1,379 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||