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IFP Advisors, Inc: BRK-B position timeline

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

IFP Advisors, Inc held 54,780 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,780 shares
    Change vs previous 13F +1,703 shares

    0.5% of the 13F portfolio, value $27,411,364.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 53,077 shares
    Change vs previous 13F +3,180 shares

    0.53% of the 13F portfolio, value $25,434,498.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 49,897 shares
    Change vs previous 13F +380 shares

    0.56% of the 13F portfolio, value $25,080,727.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 49,517 shares
    Change vs previous 13F +453 shares

    0.65% of the 13F portfolio, value $24,894,177.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 49,064 shares
    Change vs previous 13F +659 shares

    0.68% of the 13F portfolio, value $23,844,132.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 48,405 shares
    Change vs previous 13F -751 shares

    0.79% of the 13F portfolio, value $25,779,207.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 49,156 shares
    Change vs previous 13F +3,288 shares

    0.73% of the 13F portfolio, value $22,281,349.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 45,868 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $21,111,052.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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