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Oak Asset Management, LLC: BRK-B position timeline

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

Oak Asset Management, LLC held 1,400 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,400 shares
    Change vs previous 13F -100 shares

    0.22% of the 13F portfolio, value $697,130.

    13F-HR 0001726375-26-000005 filed by Oak Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,500 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $750,585.

    13F-HR 0001726375-26-000003 filed by Oak Asset 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 ended2026-03-31
    13F 1,500 shares
    Change vs previous 13F -115 shares

    0.25% of the 13F portfolio, value $718,800.

    13F-HR 0001726375-26-000002 filed by Oak Asset 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 ended2025-12-31
    13F 1,615 shares
    Change vs previous 13F -50 shares

    0.28% of the 13F portfolio, value $811,780.

    13F-HR 0001726375-26-000001 filed by Oak Asset 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 ended2025-09-30
    13F 1,665 shares
    Change vs previous 13F -175 shares

    0.29% of the 13F portfolio, value $837,062.

    13F-HR 0001726375-25-000003 filed by Oak Asset 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 ended2025-06-30
    13F 1,840 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $893,817.

    13F-HR 0001085146-25-003766 filed by Oak Asset 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 ended2025-03-31
    13F 1,840 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $979,947.

    13F-HR 0001085146-25-002040 filed by Oak Asset 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 ended2024-12-31
    13F 1,840 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $834,035.

    13F-HR 0001085146-25-000173 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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