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Livermore
Livermore
ZHEN

Monument Group Wealth Advisors, LLC

SEC CIK
0001965665
Latest filing
Jul 27, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Monument Group Wealth Advisors, 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)
1,568
Value
$784.6K
% of portfolio
0.4%
Quarters held
11
Since Q4 2023
Holdings of BRK.B by Monument Group Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,568$784.6K0.4%+5+0.3%AddedHolders
Q1 20261,563$749.0K0.4%00.0%UnchangedHolders
Q4 20251,563$785.6K0.4%+825+111.8%AddedHolders
Q3 2025738$371.0K0.2%00.0%UnchangedHolders
Q2 2025738$358.5K0.2%+7+1.0%AddedHolders
Q1 2025731$389.3K0.3%00.0%UnchangedHolders
Q4 2024731$331.3K0.2%00.0%UnchangedHolders
Q3 2024731$336.4K0.2%00.0%UnchangedHolders
Q2 2024731$297.4K0.2%00.0%UnchangedHolders
Q1 2024731$307.4K0.2%00.0%UnchangedHolders
Q4 2023731$260.7K0.2%–No prior filingHolders