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Berkshire Hathaway shares owned by Investment Advisory Services Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Investment Advisory Services Group from 13F filings

Historical chart of Investment Advisory Services Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Investment Advisory Services Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Investment Advisory Services Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 3.4k 502.60

More positions owned by Investment Advisory Services Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Covington Trust High Divid Etf (FDVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)

View all positions for Investment Advisory Services Group

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
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
Dimensional Fund Advisors

View all funds holding Berkshire Hathaway