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Berkshire Hathaway shares owned by Independence Wealth Advisors

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

Historical chart of Independence Wealth Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Independence Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $373k 742 502.65

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Top funds holding Berkshire Hathaway

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