CALDWELL SUTTER CAPITAL, INC.: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CALDWELL SUTTER CAPITAL, INC. on BRK-B, newest first. How the timeline and the estimate are built.
CALDWELL SUTTER CAPITAL, INC. held 8,096 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 8,096 sharesChange vs previous 13F +982 shares
1.53% of the 13F portfolio, value $4,051,157.
13F-HR 0000702007-26-000009 filed by CALDWELL SUTTER CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,114 sharesChange vs previous 13F +613 shares
1.39% of the 13F portfolio, value $3,409,029.
13F-HR 0000702007-26-000007 filed by CALDWELL SUTTER CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,501 sharesChange vs previous 13F +31 shares
1.39% of the 13F portfolio, value $3,267,728.
13F-HR 0000702007-26-000002 filed by CALDWELL SUTTER CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,470 sharesChange vs previous 13F -145 shares
1.39% of the 13F portfolio, value $3,252,728.
13F-HR 0000702007-25-000010 filed by CALDWELL SUTTER CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,615 sharesChange vs previous 13F -70 shares
1.47% of the 13F portfolio, value $3,213,369.
13F-HR 0001415889-25-019662 filed by CALDWELL SUTTER CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,685 sharesChange vs previous 13F +1,381 shares
1.69% of the 13F portfolio, value $3,560,297.
13F-HR 0001415889-25-010784 filed by CALDWELL SUTTER CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,304 sharesChange vs previous 13F +289 shares
1.12% of the 13F portfolio, value $2,404,197.
13F-HR 0001415889-25-001734 filed by CALDWELL SUTTER CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,015 sharesChange vs previous 13F not available
1.08% of the 13F portfolio, value $2,308,204.
13F-HR 0001415889-24-025629 filed by CALDWELL SUTTER CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).