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Allied Private Wealth LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 2132253 BOCA RATON, FL

Position in BRK-B

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$4,004,120
New position
Shares Held
8,002
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
4.31%
of 13F equity value
Holder Rank
#2,082
of 4,965 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Allied Private Wealth LLC holds $4,110,220 across 4 Insurance - Diversified names. BRK-B ranks #1 (97.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BRK-B
Berkshire Hathaway Inc
This page
8,002 $4,004,120

All Filings in BRK-B

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $4,004,120 8,002