Berkshire Hathaway shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $366k | 728 | 502.74 |
| 2025-06-30 | $354k | 728 | 485.77 |
| 2025-03-31 | $411k | 772 | 532.58 |
| 2024-12-31 | $351k | 775 | 453.28 |
| 2024-09-30 | $353k | 767 | 460.26 |
| 2024-06-30 | $557k | 1.4k | 406.80 |
| 2024-03-31 | $566k | 1.3k | 420.52 |
| 2023-12-31 | $480k | 1.3k | 356.66 |
| 2023-09-30 | $481k | 1.4k | 350.30 |
| 2023-06-30 | $481k | 1.4k | 341.00 |
| 2023-03-31 | $438k | 1.4k | 308.77 |
| 2022-12-31 | $438k | 1.4k | 308.90 |
| 2022-09-30 | $372k | 1.4k | 266.86 |
| 2022-06-30 | $375k | 1.4k | 272.73 |
| 2022-03-31 | $457k | 1.3k | 352.90 |
| 2021-12-31 | $327k | 1.1k | 299.45 |
| 2021-09-30 | $296k | 1.1k | 272.81 |
| 2021-06-30 | $343k | 1.2k | 277.73 |
| 2021-03-31 | $379k | 1.5k | 255.22 |
| 2020-12-31 | $344k | 1.5k | 231.65 |