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Wealth Group, Ltd.

SEC CIK
0002013988
Latest filing
Jul 21, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Wealth Group, Ltd., 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)
8,970
Value
$4.49M
% of portfolio
1.1%
Quarters held
9
Since Q1 2024
Holdings of BRK.B by Wealth Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,970$4.49M1.1%+6,599+278.3%AddedHolders
Q1 20262,371$1.14M1.1%00.0%UnchangedHolders
Q4 20252,371$1.19M1.2%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20252,261$1.10M1.1%−820−26.6%ReducedHolders
Q1 20253,081$1.64M1.1%+244+8.6%AddedHolders
Q4 20242,837$1.29M0.8%−144−4.8%ReducedHolders
Q3 20242,981$1.37M0.9%+268+9.9%AddedHolders
Q2 20242,713$1.10M0.8%+49+1.8%AddedHolders
Q1 20242,664$1.12M0.8%–No prior filingHolders