Berkshire Hathaway shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 4 | 754200.00 |
| 2025-06-30 | $2.9M | 4 | 728800.00 |
| 2025-03-31 | $3.2M | 4 | 798441.75 |
| 2023-06-30 | $2.1M | 4 | 517810.00 |
| 2023-03-31 | $1.9M | 4 | 465600.00 |
| 2022-12-31 | $1.9M | 4 | 468711.00 |
| 2022-09-30 | $1.6M | 4 | 406500.00 |
| 2022-06-30 | $1.6M | 4 | 409000.00 |
| 2022-03-31 | $2.1M | 4 | 529000.00 |
| 2021-12-31 | $1.8M | 4 | 450750.00 |
| 2021-09-30 | $1.6M | 4 | 411500.00 |
| 2021-06-30 | $1.7M | 4 | 418500.00 |
| 2021-03-31 | $1.5M | 4 | 385750.00 |
| 2020-12-31 | $1.4M | 4 | 347750.00 |
| 2020-09-30 | $1.3M | 4 | 320000.00 |
| 2020-06-30 | $1.1M | 4 | 267250.00 |
| 2020-03-31 | $1.1M | 4 | 272000.00 |
| 2019-12-31 | $1.4M | 1.4k | 1000.00 |
| 2019-09-30 | $1.2M | 4 | 311750.00 |
| 2019-06-30 | $1.3M | 4 | 318250.00 |
| 2018-12-31 | $1.2M | 4 | 306000.00 |
| 2017-12-31 | $1.2M | 4 | 297750.00 |
| 2017-06-30 | $1.0M | 4 | 254750.00 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management