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Disclosery

DELTA ASSET MANAGEMENT LLC/TN: BRK-B position timeline

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

DELTA ASSET MANAGEMENT LLC/TN held 8,688 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,688 shares
    Change vs previous 13F -47 shares

    0.38% of the 13F portfolio, value $4,347,388.

    13F-HR 0000860857-26-000004 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 8,735 shares
    Change vs previous 13F -1,262 shares

    0.38% of the 13F portfolio, value $4,185,812.

    13F-HR 0000860857-26-000002 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 9,997 shares
    Change vs previous 13F -223 shares

    0.43% of the 13F portfolio, value $5,024,992.

    13F-HR 0000860857-26-000001 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 10,220 shares
    Change vs previous 13F -268 shares

    0.44% of the 13F portfolio, value $5,138,003.

    13F-HR 0000860857-25-000003 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 10,488 shares
    Change vs previous 13F -538 shares

    0.44% of the 13F portfolio, value $5,094,756.

    13F-HR 0001855205-25-000037 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 11,026 shares
    Change vs previous 13F -2,165 shares

    0.56% of the 13F portfolio, value $5,872,227.

    13F-HR 0001855205-25-000021 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 13,191 shares
    Change vs previous 13F -45 shares

    0.53% of the 13F portfolio, value $5,979,216.

    13F-HR 0001855205-25-000010 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 13,236 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $6,092,001.

    13F-HR 0001855205-24-000051 filed by DELTA ASSET MANAGEMENT LLC/TN
    Filed (acceptance time not in the bulk data set), ingested

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