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Cypress Wealth Services, LLC: BRK-B position timeline

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

Cypress Wealth Services, LLC held 10,983 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,983 shares
    Change vs previous 13F -325 shares

    0.68% of the 13F portfolio, value $5,495,783.

    13F-HR 0001721527-26-000004 filed by Cypress Wealth 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 11,308 shares
    Change vs previous 13F -448 shares

    0.76% of the 13F portfolio, value $5,418,794.

    13F-HR 0001721527-26-000003 filed by Cypress Wealth 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 11,756 shares
    Change vs previous 13F +597 shares

    0.82% of the 13F portfolio, value $5,909,153.

    13F-HR 0001721527-26-000002 filed by Cypress Wealth 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 11,159 shares
    Change vs previous 13F +330 shares

    0.92% of the 13F portfolio, value $5,610,076.

    13F-HR 0001721527-25-000004 filed by Cypress Wealth 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 10,829 shares
    Change vs previous 13F +617 shares

    0.94% of the 13F portfolio, value $5,260,403.

    13F-HR 0001085146-25-004189 filed by Cypress Wealth 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 10,212 shares
    Change vs previous 13F -78 shares

    1.1% of the 13F portfolio, value $5,438,707.

    13F-HR 0001085146-25-002032 filed by Cypress Wealth 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 10,290 shares
    Change vs previous 13F +291 shares

    0.94% of the 13F portfolio, value $4,664,251.

    13F-HR 0001085146-25-000207 filed by Cypress Wealth 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 9,999 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,602,140.

    13F-HR 0001085146-24-004713 filed by Cypress Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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