Holos Integrated Wealth LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 2080096
KENNETT SQUARE, PA
Position in BRK-B
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$575,948
+$25,348 QoQ
Shares Held
1,151
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#4,023
of 4,965 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $575,948 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
|
1,151 | $575,948 |
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 | $575,948 | 1,151 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $550,600 | 1,149 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $502 | 1 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $502 | 1 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $485 | 1 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $532 | 1 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $453 | 1 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||