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Independent Advisor Alliance: BRK-B position timeline

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

Independent Advisor Alliance held 126,451 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,451 shares
    Change vs previous 13F -2,426 shares

    1.48% of the 13F portfolio, value $63,274,672.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 128,877 shares
    Change vs previous 13F +1,899 shares

    0.66% of the 13F portfolio, value $61,757,685.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 126,978 shares
    Change vs previous 13F +1,724 shares

    1.55% of the 13F portfolio, value $63,825,485.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 125,254 shares
    Change vs previous 13F +4,075 shares

    1.64% of the 13F portfolio, value $62,970,390.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 121,179 shares
    Change vs previous 13F +24,116 shares

    1.7% of the 13F portfolio, value $58,864,937.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 97,063 shares
    Change vs previous 13F +3,930 shares

    1.71% of the 13F portfolio, value $51,693,806.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 93,133 shares
    Change vs previous 13F +13,032 shares

    0.56% of the 13F portfolio, value $42,215,284.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 80,101 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $36,867,147.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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