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DELTA FINANCIAL ADVISORS LLC: BRK-B position timeline

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

DELTA FINANCIAL ADVISORS LLC held 13,639 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,639 shares
    Change vs previous 13F -404 shares

    1.62% of the 13F portfolio, value $6,824,819.

    13F-HR 0001172661-26-003077 filed by DELTA FINANCIAL ADVISORS 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 14,043 shares
    Change vs previous 13F +6 shares

    1.75% of the 13F portfolio, value $6,729,406.

    13F-HR 0001172661-26-001606 filed by DELTA FINANCIAL ADVISORS 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 14,037 shares
    Change vs previous 13F +37 shares

    1.83% of the 13F portfolio, value $7,055,698.

    13F-HR 0001172661-26-000519 filed by DELTA FINANCIAL ADVISORS 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 14,000 shares
    Change vs previous 13F +3,085 shares

    1.99% of the 13F portfolio, value $7,038,360.

    13F-HR 0001172661-25-004517 filed by DELTA FINANCIAL ADVISORS 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 10,915 shares
    Change vs previous 13F +280 shares

    1.86% of the 13F portfolio, value $5,302,180.

    13F-HR 0001172661-25-002925 filed by DELTA FINANCIAL ADVISORS 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 10,635 shares
    Change vs previous 13F +12 shares

    2.13% of the 13F portfolio, value $5,663,988.

    13F-HR 0001172661-25-001728 filed by DELTA FINANCIAL ADVISORS 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 10,623 shares
    Change vs previous 13F +30 shares

    1.79% of the 13F portfolio, value $4,815,193.

    13F-HR 0001172661-25-000490 filed by DELTA FINANCIAL ADVISORS 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 10,593 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $4,875,534.

    13F-HR 0001172661-24-004460 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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