Berkshire Hathaway shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 4.8k | 502.74 |
| 2025-06-30 | $2.4M | 4.8k | 485.77 |
| 2025-03-31 | $2.5M | 4.8k | 532.58 |
| 2024-12-31 | $2.2M | 4.8k | 453.28 |
| 2024-09-30 | $2.2M | 4.8k | 460.26 |
| 2024-06-30 | $720k | 1.8k | 406.80 |
| 2024-03-31 | $828k | 2.0k | 420.52 |
| 2023-12-31 | $507k | 1.4k | 356.66 |
| 2023-09-30 | $460k | 1.3k | 350.30 |
| 2023-06-30 | $448k | 1.3k | 341.00 |
| 2023-03-31 | $218k | 705 | 308.77 |
| 2022-12-31 | $218k | 705 | 308.90 |
| 2022-09-30 | $84k | 314 | 267.52 |
| 2022-06-30 | $86k | 314 | 273.89 |
| 2022-03-31 | $111k | 314 | 353.50 |
| 2021-12-31 | $82k | 274 | 299.27 |
| 2021-09-30 | $75k | 274 | 273.72 |
| 2021-06-30 | $79k | 284 | 278.17 |
| 2021-03-31 | $73k | 284 | 257.04 |
| 2020-12-31 | $66k | 284 | 232.39 |
| 2020-09-30 | $61k | 284 | 214.79 |
| 2020-06-30 | $51k | 284 | 179.58 |
| 2020-03-31 | $51k | 275 | 185.45 |
| 2019-12-31 | $85k | 375 | 226.67 |