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Livermore
Livermore
ZHEN

IAM Advisory, LLC

SEC CIK
0001825292
Latest filing
Jul 14, 2026

BRK.B holding history

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

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
2,225
Value
$1.11M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of BRK.B by IAM Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,225$1.11M0.2%00.0%UnchangedHolders
Q1 20262,225$1.07M0.2%−56−2.5%ReducedHolders
Q4 20252,281$1.15M0.3%00.0%UnchangedHolders
Q3 20252,281$1.15M0.3%−412−15.3%ReducedHolders
Q2 20252,693$1.31M0.3%−315−10.5%ReducedHolders
Q1 20253,008$1.60M0.4%−62−2.0%ReducedHolders
Q4 20243,070$1.39M0.4%−25−0.8%ReducedHolders
Q3 20243,095$1.42M0.4%+22+0.7%AddedHolders
Q2 20243,073$1.25M0.3%+69+2.3%AddedHolders
Q1 20243,004$1.26M0.3%+74+2.5%AddedHolders
Q4 20232,930$1.05M0.3%00.0%UnchangedHolders
Q3 20232,930$1.03M0.4%+10+0.3%AddedHolders
Q2 20232,920$995.7K0.3%+10+0.3%AddedHolders
Q1 20232,910$898.5K0.3%+5+0.2%AddedHolders
Q4 20222,905$897.4K0.3%+127+4.6%AddedHolders
Q3 20222,778$742.0K0.3%+515+22.8%AddedHolders
Q2 20222,263$618.0K0.3%00.0%UnchangedHolders
Q1 20222,263$799.0K0.3%00.0%UnchangedHolders
Q4 20212,263$722.0K0.3%−267−10.6%ReducedHolders
Q3 20212,530$711.0K0.3%+2,530NewHolders
Q2 20210$00.0%−2,530−100.0%Sold outHolders
Q1 20212,530$706.0K0.3%––Holders

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