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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Vertrix 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)
8,968
Value
$4.49M
% of portfolio
1.5%
Quarters held
2
Since Q1 2026
Holdings of BRK.B by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,968$4.49M1.5%−1,462−14.0%ReducedHolders
Q1 202610,430$5.00M1.8%–No prior filingHolders