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Berkshire Hathaway shares owned by Independence Financial Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Independence Financial Advisors from 13F filings

Historical chart of Independence Financial Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Independence Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Independence Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $726k 1.4k 502.58
2025-06-30 $701k 1.4k 485.61
2025-03-31 $769k 1.4k 532.41

More positions owned by Independence Financial Advisors

Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Enhanced Large (FELV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Conv Bd Etf (ICVT)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Utils Index (FUTY)
Fidelity Covington Trust Msci Indl Indx (FIDU)

View all positions for Independence Financial Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Canerector
Jpmorgan Chase & Co
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
Goldman Sachs Group
FMR

View all funds holding Berkshire Hathaway