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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by IVC Wealth Advisors 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)
474
Value
$237.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026474$237.2K0.1%−287−37.7%ReducedHolders
Q1 2026761$364.7K0.2%−4−0.5%ReducedHolders
Q4 2025765$384.5K0.2%+37+5.1%AddedHolders
Q3 2025728$366.0K0.2%00.0%UnchangedHolders
Q2 2025728$353.6K0.2%−44−5.7%ReducedHolders
Q1 2025772$411.2K0.2%−3−0.4%ReducedHolders
Q4 2024775$351.3K0.2%+8+1.0%AddedHolders
Q3 2024767$353.0K0.2%−602−44.0%ReducedHolders
Q2 20241,369$556.9K0.3%+24+1.8%AddedHolders
Q1 20241,345$565.6K0.3%−1−0.1%ReducedHolders
Q4 20231,346$480.1K0.3%−26−1.9%ReducedHolders
Q3 20231,372$480.6K0.3%−39−2.8%ReducedHolders
Q2 20231,411$481.2K0.3%−6−0.4%ReducedHolders
Q1 20231,417$437.5K0.3%−1−0.1%ReducedHolders
Q4 20221,418$438.0K0.3%+24+1.7%AddedHolders
Q3 20221,394$372.0K0.3%+19+1.4%AddedHolders
Q2 20221,375$375.0K0.3%+80+6.2%AddedHolders
Q1 20221,295$457.0K0.3%+203+18.6%AddedHolders
Q4 20211,092$327.0K0.2%+7+0.6%AddedHolders
Q3 20211,085$296.0K0.2%−150−12.1%ReducedHolders
Q2 20211,235$343.0K0.2%−250−16.8%ReducedHolders
Q1 20211,485$379.0K0.3%––Holders

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