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Investment Advisory Group, LLC: BRK-B position timeline

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

Investment Advisory Group, LLC held 4,528 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,528 shares
    Change vs previous 13F +714 shares

    0.49% of the 13F portfolio, value $2,265,925.

    13F-HR 0001951757-26-001112 filed by Investment Advisory Group, LLC
    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 3,814 shares
    Change vs previous 13F +161 shares

    0.46% of the 13F portfolio, value $1,827,821.

    13F-HR 0001951757-26-000704 filed by Investment Advisory Group, LLC
    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 3,653 shares
    Change vs previous 13F -9 shares

    0.47% of the 13F portfolio, value $1,836,279.

    13F-HR 0001951757-26-000283 filed by Investment Advisory Group, LLC
    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 3,662 shares
    Change vs previous 13F -55 shares

    0.5% of the 13F portfolio, value $1,841,133.

    13F-HR 0001951757-25-001244 filed by Investment Advisory Group, LLC
    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 3,717 shares
    Change vs previous 13F +29 shares

    0.55% of the 13F portfolio, value $1,805,703.

    13F-HR 0001951757-25-000952 filed by Investment Advisory Group, LLC
    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 3,688 shares
    Change vs previous 13F +26 shares

    0.66% of the 13F portfolio, value $1,964,260.

    13F-HR 0001951757-25-000353 filed by Investment Advisory Group, LLC
    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 3,662 shares
    Change vs previous 13F +248 shares

    0.56% of the 13F portfolio, value $1,660,001.

    13F-HR 0001951757-25-000066 filed by Investment Advisory Group, LLC
    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 3,414 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,571,328.

    13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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