Berkshire Hathaway shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $372k | 740 | 502.74 |
| 2025-06-30 | $5.7M | 12k | 485.79 |
| 2025-03-31 | $6.0M | 11k | 532.57 |
| 2024-12-31 | $4.4M | 9.7k | 453.30 |
| 2024-06-30 | $3.5M | 8.7k | 406.79 |
| 2024-03-31 | $2.1M | 6.8k | 308.85 |
| 2023-12-31 | $2.6k | 7 | 377.71 |
| 2023-09-30 | $2.5M | 7.0k | 350.28 |
| 2023-03-31 | $2.0M | 6.4k | 308.78 |
| 2022-12-31 | $2.1M | 6.8k | 308.85 |
| 2022-09-30 | $268k | 1.0k | 267.20 |
| 2022-06-30 | $276k | 1.0k | 273.00 |
| 2022-03-31 | $2.5M | 7.0k | 352.95 |
| 2021-12-31 | $526k | 1.8k | 299.03 |
| 2021-09-30 | $529k | 1.9k | 272.96 |
| 2021-06-30 | $539k | 1.9k | 278.12 |
| 2019-06-30 | $1.9M | 8.9k | 213.13 |
| 2019-03-31 | $2.1M | 11k | 200.86 |
| 2018-12-31 | $3.1M | 15k | 204.18 |
| 2018-09-30 | $3.3M | 15k | 214.72 |
| 2018-06-30 | $2.9M | 15k | 194.96 |
| 2018-03-31 | $2.9M | 15k | 194.96 |
| 2017-12-31 | $2.8M | 14k | 202.68 |
| 2017-09-30 | $2.6M | 14k | 187.47 |
| 2017-06-30 | $2.3k | 141 | 16.56 |
| 2017-03-31 | $1.7M | 11k | 165.87 |
| 2016-12-31 | $300k | 1.9k | 160.17 |