Wealth Enhancement Trust Services, Inc.
Position in BRK-B — Berkshire Hathaway Inc
CIK 2067696
SIOUX FALLS, SD
Position in BRK-B
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,496,622
-$14,875,617 QoQ
Shares Held
16,980
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#1,437
of 4,965 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $8,713,412 across 5 Insurance - Diversified names. BRK-B ranks #1 (97.5% of the industry book) .
All Filings in BRK-B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,496,622 | 16,980 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 BRK-A | $14,362,800 | 20 | Shares | Defined | 2026-04-08 | |
| 2026-03-31 | $9,009,439 | 18,801 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 BRK-A | $15,096,000 | 20 | Shares | Defined | 2026-01-27 | |
| 2025-12-31 | $9,539,291 | 18,978 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||