Berkshire Hathaway shares owned by IAM Advisory
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by IAM Advisory
from 13F filings
Historical chart of IAM Advisory investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by IAM Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.3k | 502.74 |
| 2025-06-30 | $1.3M | 2.7k | 485.77 |
| 2025-03-31 | $1.6M | 3.0k | 532.58 |
| 2024-12-31 | $1.4M | 3.1k | 453.28 |
| 2024-09-30 | $1.4M | 3.1k | 460.26 |
| 2024-06-30 | $1.3M | 3.1k | 406.80 |
| 2024-03-31 | $1.3M | 3.0k | 420.46 |
| 2023-12-31 | $1.0M | 2.9k | 356.66 |
| 2023-09-30 | $1.0M | 2.9k | 350.30 |
| 2023-06-30 | $996k | 2.9k | 341.00 |
| 2023-03-31 | $899k | 2.9k | 308.77 |
| 2022-12-31 | $897k | 2.9k | 308.90 |
| 2022-09-30 | $742k | 2.8k | 267.10 |
| 2022-06-30 | $618k | 2.3k | 273.09 |
| 2022-03-31 | $799k | 2.3k | 353.07 |
| 2021-12-31 | $722k | 2.3k | 319.05 |
| 2021-09-30 | $711k | 2.5k | 281.03 |
| 2021-03-31 | $706k | 2.5k | 279.05 |
| 2020-12-31 | $589k | 2.5k | 232.81 |