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Disclosery

Caldwell Trust Co: BRK-B position timeline

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

Caldwell Trust Co held 20,289 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,289 shares
    Change vs previous 13F -603 shares

    0.82% of the 13F portfolio, value $10,152,413.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 20,892 shares
    Change vs previous 13F +175 shares

    0.89% of the 13F portfolio, value $10,011,446.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 20,717 shares
    Change vs previous 13F -558 shares

    0.93% of the 13F portfolio, value $10,413,400.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 21,275 shares
    Change vs previous 13F -339 shares

    1% of the 13F portfolio, value $10,695,794.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 21,614 shares
    Change vs previous 13F -688 shares

    1.05% of the 13F portfolio, value $10,499,433.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 22,302 shares
    Change vs previous 13F -1,246 shares

    1.27% of the 13F portfolio, value $11,877,599.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 23,548 shares
    Change vs previous 13F -302 shares

    1.11% of the 13F portfolio, value $10,673,837.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 23,850 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $10,977,201.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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