Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Integrated Wealth Concepts LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overview All 13F holders of BRK.B Full Q2 2026 holdings

Shares (Q2 2026): 86,505
Value: $43.3M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	86,505	$43.3M	0.3%	−7,777−8.2%	Reduced	Holders
Q1 2026	94,282	$45.2M	0.4%	+34,353+57.3%	Added	Holders
Q4 2025	59,929	$30.1M	0.4%	−42,793−41.7%	Reduced	Holders
Q3 2025	102,722	$51.6M	0.5%	+2,710+2.7%	Added	Holders
Q2 2025	100,012	$48.6M	0.5%	+13,786+16.0%	Added	Holders
Q1 2025	86,226	$45.9M	0.5%	+5,924+7.4%	Added	Holders
Q4 2024	80,302	$36.4M	0.4%	+15,879+24.6%	Added	Holders
Q3 2024	64,423	$29.7M	0.4%	+903+1.4%	Added	Holders
Q2 2024	63,520	$25.8M	0.4%	+3,769+6.3%	Added	Holders
Q1 2024	59,751	$25.1M	0.4%	+2,665+4.7%	Added	Holders
Q4 2023	57,086	$20.4M	0.3%	−1,066−1.8%	Reduced	Holders
Q3 2023	58,152	$20.4M	0.4%	+1,665+2.9%	Added	Holders
Q2 2023	56,487	$19.3M	0.3%	+6,874+13.9%	Added	Holders
Q1 2023	49,613	$15.3M	0.3%	+22,703+84.4%	Added	Holders
Q4 2022	26,910	$8.31M	0.2%	+2,003+8.0%	Added	Holders
Q3 2022	24,907	$6.65M	0.2%	−2,113−7.8%	Reduced	Holders
Q2 2022	27,020	$7.38M	0.2%	−143−0.5%	Reduced	Holders
Q1 2022	27,163	$9.59M	0.3%	+1,922+7.6%	Added	Holders
Q4 2021	25,241	$7.55M	0.2%	−63−0.2%	Reduced	Holders
Q3 2021	25,304	$6.91M	0.2%	+3,401+15.5%	Added	Holders
Q2 2021	21,903	$6.09M	0.2%	+2,411+12.4%	Added	Holders
Q1 2021	19,492	$4.98M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.