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Cardinal Strategic Wealth Guidance: BRK-B position timeline

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

Cardinal Strategic Wealth Guidance held 2,133 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,133 shares
    Change vs previous 13F -9 shares

    0.24% of the 13F portfolio, value $1,067,332.

    13F-HR 0001398344-26-013133 filed by Cardinal Strategic Wealth Guidance
    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 2,142 shares
    Change vs previous 13F -74 shares

    0.27% of the 13F portfolio, value $1,026,447.

    13F-HR 0001398344-26-006724 filed by Cardinal Strategic Wealth Guidance
    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 2,216 shares
    Change vs previous 13F -191 shares

    0.29% of the 13F portfolio, value $1,113,873.

    13F-HR 0001398344-26-001343 filed by Cardinal Strategic Wealth Guidance
    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 2,407 shares
    Change vs previous 13F -39 shares

    0.33% of the 13F portfolio, value $1,210,096.

    13F-HR 0001398344-25-019564 filed by Cardinal Strategic Wealth Guidance
    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 2,446 shares
    Change vs previous 13F -42 shares

    0.34% of the 13F portfolio, value $1,188,194.

    13F-HR 0001398344-25-013430 filed by Cardinal Strategic Wealth Guidance
    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 2,488 shares
    Change vs previous 13F -828 shares

    0.42% of the 13F portfolio, value $1,325,060.

    13F-HR 0001398344-25-008407 filed by Cardinal Strategic Wealth Guidance
    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 3,316 shares
    Change vs previous 13F +658 shares

    0.48% of the 13F portfolio, value $1,503,077.

    13F-HR 0001398344-25-001349 filed by Cardinal Strategic Wealth Guidance
    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 2,658 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,223,372.

    13F-HR 0001398344-24-019613 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

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