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Intergy Private Wealth, LLC

SEC CIK
0001911342
Latest filing
Jul 17, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Intergy Private 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)
597
Value
$298.7K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of BRK.B by Intergy Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026597$298.7K0.1%+103+20.9%AddedHolders
Q1 2026494$236.7K0.1%−23−4.4%ReducedHolders
Q4 2025517$259.9K0.1%+517NewHolders