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Livermore
Livermore
ZHEN

Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Stone Point Wealth 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)
833
Value
$416.8K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of BRK.B by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026833$416.8K0.1%−22−2.6%ReducedHolders
Q1 2026855$409.7K0.1%−60−6.6%ReducedHolders
Q4 2025915$459.9K0.1%−25−2.7%ReducedHolders
Q3 2025940$472.6K0.1%−35−3.6%ReducedHolders
Q2 2025975$473.6K0.1%−5−0.5%ReducedHolders
Q1 2025980$521.9K0.2%−49−4.8%ReducedHolders
Q4 20241,029$466.4K0.2%−70−6.4%ReducedHolders
Q3 20241,099$505.8K0.2%−15−1.3%ReducedHolders
Q2 20241,114$453.2K0.2%−20−1.8%ReducedHolders
Q1 20241,134$476.9K0.2%−100−8.1%ReducedHolders
Q4 20231,234$440.1K0.2%−25−2.0%ReducedHolders
Q3 20231,259$441.0K0.2%−35−2.7%ReducedHolders
Q2 20231,294$441.3K0.2%+15+1.2%AddedHolders
Q1 20231,279$394.9K0.2%−76−5.6%ReducedHolders
Q4 20221,355$418.6K0.2%−80−5.6%ReducedHolders
Q3 20221,435$383.0K0.2%−38−2.6%ReducedHolders
Q2 20221,473$402.0K0.2%−35−2.3%ReducedHolders
Q1 20221,508$532.0K0.3%+3+0.2%AddedHolders
Q4 20211,505$450.0K0.4%–No prior filingHolders