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Disclosery

Costello Asset Management, INC: BRK-B position timeline

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

Costello Asset Management, INC held 16,278 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,278 shares
    Change vs previous 13F +132 shares

    2.44% of the 13F portfolio, value $8,145,348.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 16,146 shares
    Change vs previous 13F -73 shares

    2.68% of the 13F portfolio, value $7,737,163.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 16,219 shares
    Change vs previous 13F +563 shares

    2.7% of the 13F portfolio, value $8,152,480.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 15,656 shares
    Change vs previous 13F +2,567 shares

    2.64% of the 13F portfolio, value $7,870,897.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 13,089 shares
    Change vs previous 13F -3,198 shares

    2.39% of the 13F portfolio, value $6,358,244.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 16,287 shares
    Change vs previous 13F -2,626 shares

    3.52% of the 13F portfolio, value $8,674,130.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 18,913 shares
    Change vs previous 13F +334 shares

    5.67% of the 13F portfolio, value $8,572,885.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    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 18,579 shares
    Change vs previous 13F not available

    5.72% of the 13F portfolio, value $8,551,171.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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