Innovative Asset Advisors Group, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 2127147
SHELTON, CT
Position in BRK-B
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,068,111
+$128,310 QoQ
Shares Held
4,133
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#2,707
of 4,950 holders
Holding Since
Mar 2026
2 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, 2026Innovative Asset Advisors Group, LLC holds $2,068,111 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
|
4,133 | $2,068,111 |
All Filings in BRK-B
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,068,111 | 4,133 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,939,801 | 4,048 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||