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Level Wealth Management LLC

SEC CIK
0002036775
Latest filing
Jul 28, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Level Wealth Management 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)
829
Value
$414.8K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of BRK.B by Level Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026829$414.8K0.2%+5+0.6%AddedHolders
Q1 2026824$394.9K0.2%00.0%UnchangedHolders
Q4 2025824$414.2K0.2%00.0%UnchangedHolders
Q3 2025824$414.3K0.2%00.0%UnchangedHolders
Q2 2025824$400.3K0.2%−1−0.1%ReducedHolders
Q1 2025825$439.4K0.3%00.0%UnchangedHolders
Q4 2024825$374.0K0.3%–No prior filingHolders