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Disclosery

CWM, LLC: BRK-B position timeline

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

CWM, LLC held 394,551 BRK-B shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 394,551 shares
    Change vs previous 13F +9,726 shares

    0.5% of the 13F portfolio, value $189,068,781.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 384,825 shares
    Change vs previous 13F +11,445 shares

    0.52% of the 13F portfolio, value $193,432,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 373,380 shares
    Change vs previous 13F +53,629 shares

    0.56% of the 13F portfolio, value $187,713,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 319,751 shares
    Change vs previous 13F +10,544 shares

    0.55% of the 13F portfolio, value $155,326,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 309,207 shares
    Change vs previous 13F +43,798 shares

    0.66% of the 13F portfolio, value $164,677,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 265,409 shares
    Change vs previous 13F +7,073 shares

    0.5% of the 13F portfolio, value $120,305,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 258,336 shares
    Change vs previous 13F +6 shares

    0.51% of the 13F portfolio, value $118,902,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 258,330 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $105,089,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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