Sun Group Wealth Partners

SEC CIK: 0002111007
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Sun Group Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overview All 13F holders of BRK.B Full Q2 2026 holdings

Shares (Q2 2026): 13,653
Value: $6.83M
% of portfolio: 4.7%
Quarters held: 3; Since Q4 2025

Holdings of BRK.B by Sun Group Wealth Partners, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,653	$6.83M	4.7%	−289−2.1%	Reduced	Holders
Q1 2026	13,942	$6.68M	5.3%	+822+6.3%	Added	Holders
Q4 2025	13,120	$6.59M	5.3%	–	No prior filing	Holders