Berkshire Hathaway shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 7 | 754200.00 |
| 2025-06-30 | $5.1M | 7 | 728800.00 |
| 2025-03-31 | $5.6M | 7 | 798441.50 |
| 2024-12-31 | $4.8M | 7 | 680920.00 |
| 2024-09-30 | $5.5M | 8 | 691180.00 |
| 2024-06-30 | $6.1M | 10 | 612241.00 |
| 2024-03-31 | $3.8M | 6 | 634440.00 |
| 2023-12-31 | $3.8M | 7 | 542625.00 |
| 2023-09-30 | $3.7M | 7 | 531477.00 |
| 2023-06-30 | $3.6M | 7 | 517810.00 |
| 2023-03-31 | $2.8M | 6 | 465600.00 |
| 2022-12-31 | $937k | 2 | 468711.00 |
| 2022-06-30 | $409k | 1 | 409000.00 |
| 2022-03-31 | $529k | 1 | 529000.00 |
| 2021-12-31 | $451k | 1 | 451000.00 |
| 2021-09-30 | $411k | 1 | 411000.00 |
| 2021-03-31 | $386k | 1 | 386000.00 |
| 2020-12-31 | $348k | 1 | 348000.00 |
| 2020-09-30 | $320k | 1 | 320000.00 |
| 2020-06-30 | $267k | 1 | 267000.00 |
| 2020-03-31 | $272k | 1 | 272000.00 |
| 2019-12-31 | $340k | 1 | 340000.00 |
| 2019-09-30 | $312k | 1 | 312000.00 |
| 2019-06-30 | $318k | 1 | 318000.00 |
| 2019-03-31 | $301k | 1 | 301000.00 |
| 2018-12-31 | $306k | 1 | 306000.00 |
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