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Berkshire Hathaway shares owned by Iams Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $755k 1.6k 460.26
2024-06-30 $428k 1.1k 406.80
2023-12-31 $237k 663 356.66
2023-09-30 $277k 790 350.30

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Value Line Divid In SHS (FVD)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Nasd Tech Div (TDIV)
First Tr Exchange Traded Growth Strength (FTGS)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Iams Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
BlackRock
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Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management

View all funds holding Berkshire Hathaway