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INTEGRITY WEALTH ADVISORS, INC.: BRK-B position timeline

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

INTEGRITY WEALTH ADVISORS, INC. held 17,376 BRK-B shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 17,376 shares
    Change vs previous 13F +3,524 shares

    5% of the 13F portfolio, value $8,326,499.

    13F-HR 0001172661-26-001860 filed by INTEGRITY WEALTH 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 ended2025-12-31
    13F 13,852 shares
    Change vs previous 13F -18,389 shares

    4.88% of the 13F portfolio, value $6,962,708.

    13F-HR 0001172661-26-001042 filed by INTEGRITY WEALTH 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 ended2025-09-30
    13F 32,241 shares
    Change vs previous 13F +15,555 shares

    5.73% of the 13F portfolio, value $15,950,382.

    13F-HR 0001172661-25-005084 filed by INTEGRITY WEALTH 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 ended2025-06-30
    13F 16,686 shares
    Change vs previous 13F -945 shares

    5.66% of the 13F portfolio, value $8,105,560.

    13F-HR 0001172661-25-003417 filed by INTEGRITY WEALTH 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 ended2025-03-31
    13F 17,631 shares
    Change vs previous 13F +58 shares

    6.88% of the 13F portfolio, value $9,389,927.

    13F-HR 0001172661-25-002434 filed by INTEGRITY WEALTH 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 ended2024-12-31
    13F 17,573 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $7,965,493.

    13F-HR 0001172661-25-000824 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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