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Cardinal Point Capital Management ULC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cardinal Point Capital Management ULC on BRK-B, newest first. How the timeline and the estimate are built.

Cardinal Point Capital Management ULC held 26,745 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,745 shares
    Change vs previous 13F +2,224 shares

    0.76% of the 13F portfolio, value $13,382,931.

    13F-HR 0001950841-26-000003 filed by Cardinal Point Capital Management ULC
    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 24,521 shares
    Change vs previous 13F -1,878 shares

    0.72% of the 13F portfolio, value $11,750,463.

    13F-HR 0001950841-26-000002 filed by Cardinal Point Capital Management ULC
    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 26,399 shares
    Change vs previous 13F -90 shares

    0.87% of the 13F portfolio, value $13,269,457.

    13F-HR 0001950841-26-000001 filed by Cardinal Point Capital Management ULC
    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 26,489 shares
    Change vs previous 13F +920 shares

    0.92% of the 13F portfolio, value $13,149,665.

    13F-HR 0001950841-25-000002 filed by Cardinal Point Capital Management ULC
    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 25,569 shares
    Change vs previous 13F +14,614 shares

    0.42% of the 13F portfolio, value $5,305,094.

    13F-HR 0001085146-25-004346 filed by Cardinal Point Capital Management ULC
    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 10,955 shares
    Change vs previous 13F -2,391 shares

    1.23% of the 13F portfolio, value $13,408,234.

    13F-HR 0001085146-25-002760 filed by Cardinal Point Capital Management ULC
    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 13,346 shares
    Change vs previous 13F -210 shares

    0.96% of the 13F portfolio, value $6,049,475.

    13F-HR 0001085146-25-000157 filed by Cardinal Point Capital Management ULC
    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 13,556 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $6,239,285.

    13F-HR 0001085146-24-004697 filed by Cardinal Point Capital Management ULC
    Filed (acceptance time not in the bulk data set), ingested

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