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
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Quarterly reported holdings in Berkshire Hathaway by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.0k | 502.74 |
| 2025-06-30 | $622k | 1.3k | 485.77 |
| 2025-03-31 | $741k | 1.4k | 532.58 |
| 2024-12-31 | $573k | 1.3k | 453.28 |
| 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 |