Berkshire Hathaway shares owned by Independent Financial Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $9.2M | 19k | 479.19 |
| 2025-09-30 | $19M | 38k | 502.74 |
| 2025-06-30 | $19M | 38k | 485.77 |
| 2025-03-31 | $18M | 33k | 532.58 |
| 2024-12-31 | $15M | 33k | 453.28 |
| 2024-09-30 | $14M | 30k | 460.26 |
| 2024-06-30 | $12M | 28k | 406.80 |
| 2024-03-31 | $10M | 24k | 420.52 |
| 2023-12-31 | $7.8M | 22k | 356.66 |
| 2023-09-30 | $7.3M | 21k | 350.30 |
| 2023-06-30 | $6.9M | 20k | 341.00 |
| 2023-03-31 | $6.1M | 20k | 308.77 |
| 2022-12-31 | $5.2M | 17k | 308.90 |
| 2022-09-30 | $4.5M | 17k | 267.02 |
| 2022-06-30 | $4.0M | 15k | 273.02 |
| 2022-03-31 | $6.4M | 18k | 352.91 |
| 2021-12-31 | $4.0M | 13k | 299.00 |
| 2021-09-30 | $3.8M | 14k | 272.94 |
| 2021-06-30 | $4.1M | 15k | 277.92 |
| 2021-03-31 | $3.8M | 15k | 255.47 |
| 2020-12-31 | $2.5M | 11k | 231.87 |
| 2020-09-30 | $2.3M | 11k | 212.94 |
| 2020-06-30 | $2.2M | 12k | 178.51 |
| 2020-03-31 | $2.0M | 11k | 182.83 |
More positions owned by Independent Financial Group
View all positions for Independent Financial Group