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CBIZ Investment Advisory Services, LLC: BRK-B position timeline

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

CBIZ Investment Advisory Services, LLC held 1,360 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,360 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $651,722.

    13F-HR 0001795934-26-000006 filed by CBIZ Investment Advisory Services, 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 1,360 shares
    Change vs previous 13F -913 shares

    0.02% of the 13F portfolio, value $651,722.

    13F-HR 0001795934-26-000002 filed by CBIZ Investment Advisory Services, 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 2,273 shares
    Change vs previous 13F +219 shares

    0.04% of the 13F portfolio, value $1,142,534.

    13F-HR 0001795934-26-000001 filed by CBIZ Investment Advisory Services, 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 2,054 shares
    Change vs previous 13F +329 shares

    0.04% of the 13F portfolio, value $1,032,638.

    13F-HR 0001795934-25-000006 filed by CBIZ Investment Advisory Services, 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 1,725 shares
    Change vs previous 13F +106 shares

    0.04% of the 13F portfolio, value $837,963.

    13F-HR 0001795934-25-000005 filed by CBIZ Investment Advisory Services, 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/A 1,619 shares
    Change vs previous 13F +112 shares

    0.04% of the 13F portfolio, value $862,258.

    13F-HR/A 0001795934-25-000004 filed by CBIZ Investment Advisory Services, 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 1,507 shares
    Change vs previous 13F +190 shares

    0.03% of the 13F portfolio, value $683,102.

    13F-HR 0001795934-25-000001 filed by CBIZ Investment Advisory Services, 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 1,317 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $606,171.

    13F-HR 0001795934-24-000008 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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