Berkshire Hathaway shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $388k | 772 | 502.74 |
| 2025-06-30 | $235k | 483 | 485.77 |
| 2025-03-31 | $257k | 483 | 532.58 |
| 2024-12-31 | $242k | 533 | 453.28 |
| 2024-09-30 | $245k | 533 | 460.26 |
| 2024-06-30 | $217k | 533 | 406.80 |
| 2024-03-31 | $256k | 608 | 420.52 |
| 2023-12-31 | $239k | 671 | 356.66 |
| 2023-09-30 | $210k | 600 | 350.30 |
More positions owned by Independent Solutions Wealth Management
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