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Delta Investment Management, LLC: BRK-B position timeline

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

Delta Investment Management, LLC held 17,680 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,680 shares
    Change vs previous 13F -905 shares

    1.46% of the 13F portfolio, value $8,846,895.

    13F-HR 0001757043-26-000004 filed by Delta Investment Management, 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 18,585 shares
    Change vs previous 13F -2,557 shares

    1.59% of the 13F portfolio, value $8,905,932.

    13F-HR 0001757043-26-000003 filed by Delta Investment Management, 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 21,142 shares
    Change vs previous 13F -223 shares

    1.84% of the 13F portfolio, value $10,627,027.

    13F-HR 0001757043-26-000002 filed by Delta Investment Management, 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 21,365 shares
    Change vs previous 13F -478 shares

    1.92% of the 13F portfolio, value $10,741,040.

    13F-HR 0001757043-25-000003 filed by Delta Investment Management, 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 21,843 shares
    Change vs previous 13F -1,228 shares

    2.04% of the 13F portfolio, value $10,610,674.

    13F-HR 0001095449-25-000056 filed by Delta Investment Management, 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 23,071 shares
    Change vs previous 13F +216 shares

    2.48% of the 13F portfolio, value $12,287,153.

    13F-HR 0001095449-25-000035 filed by Delta Investment Management, 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 22,855 shares
    Change vs previous 13F +1,116 shares

    2.02% of the 13F portfolio, value $10,359,714.

    13F-HR 0001095449-25-000007 filed by Delta Investment Management, 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 21,739 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $10,005,592.

    13F-HR 0001095449-24-000086 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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