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Bridgewealth Advisory Group, LLC

SEC CIK
0001801982
Latest filing
Jul 27, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Bridgewealth Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
3,680
Value
$1.84M
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of BRK.B by Bridgewealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,680$1.84M0.3%−143−3.7%ReducedHolders
Q1 20263,823$1.83M0.4%−65−1.7%ReducedHolders
Q4 20253,888$1.95M0.4%+7+0.2%AddedHolders
Q3 20253,881$1.95M0.5%−183−4.5%ReducedHolders
Q2 20254,064$1.97M0.5%+2,236+122.3%AddedHolders
Q1 20251,828$973.6K1.3%−2,146−54.0%ReducedHolders
Q4 20243,974$1.91M0.5%+211+5.6%AddedHolders
Q3 20243,763$1.73M0.6%+558+17.4%AddedHolders
Q2 20243,205$1.30M0.6%+193+6.4%AddedHolders
Q1 20243,012$1.27M0.6%−1,078−26.4%ReducedHolders
Q4 20234,090$1.46M1.1%−230−5.3%ReducedHolders
Q3 20234,320$1.51M1.9%+148+3.5%AddedHolders
Q2 20234,172$1.42M2.3%+111+2.7%AddedHolders
Q1 20234,061$1.25M2.3%−100−2.4%ReducedHolders
Q4 20224,161$1.29M2.5%–No prior filingHolders