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Disclosery

IBEX WEALTH ADVISORS: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IBEX WEALTH ADVISORS on BRK-B, newest first. How the timeline and the estimate are built.

IBEX WEALTH ADVISORS held 765 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 765 shares
    Change vs previous 13F -51 shares

    0.03% of the 13F portfolio, value $382,798.

    13F-HR 0001686242-26-000003 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 816 shares
    Change vs previous 13F +816 shares

    0.04% of the 13F portfolio, value $391,029.

    13F-HR 0001686242-26-000002 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -740 shares

    13F-HR 0001686242-26-000001 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 740 shares
    Change vs previous 13F -10,897 shares

    0.04% of the 13F portfolio, value $372,028.

    13F-HR 0001686242-25-000007 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,637 shares
    Change vs previous 13F +327 shares

    0.6% of the 13F portfolio, value $5,653,093.

    13F-HR 0001686242-25-000004 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,310 shares
    Change vs previous 13F +1,561 shares

    0.8% of the 13F portfolio, value $6,023,367.

    13F-HR 0001686242-25-000002 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,749 shares
    Change vs previous 13F +9,749 shares

    0.52% of the 13F portfolio, value $4,419,201.

    13F-HR 0001686242-25-000001 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001686242-24-000005 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.