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Disclosery

SP Asset Management LLC: BRK-B position timeline

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

SP Asset Management LLC held 115,167 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,167 shares
    Change vs previous 13F -72,355 shares

    4.62% of the 13F portfolio, value $57,628,363.

    13F-HR 0001962086-26-000005 filed by SP Asset 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 187,522 shares
    Change vs previous 13F -2,279 shares

    7.93% of the 13F portfolio, value $89,860,440.

    13F-HR 0001962086-26-000004 filed by SP 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 ended2025-12-31
    13F 189,801 shares
    Change vs previous 13F -100 shares

    7.54% of the 13F portfolio, value $95,403,285.

    13F-HR 0001962086-26-000001 filed by SP 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 ended2025-09-30
    13F 189,901 shares
    Change vs previous 13F +454 shares

    7.58% of the 13F portfolio, value $95,470,641.

    13F-HR 0001962086-25-000007 filed by SP 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 ended2025-06-30
    13F 189,447 shares
    Change vs previous 13F -154 shares

    7.59% of the 13F portfolio, value $92,027,488.

    13F-HR 0001962086-25-000004 filed by SP 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 ended2025-03-31
    13F 189,601 shares
    Change vs previous 13F +800 shares

    8.9% of the 13F portfolio, value $100,977,562.

    13F-HR 0001962086-25-000003 filed by SP 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 ended2024-12-31
    13F 188,801 shares
    Change vs previous 13F -296 shares

    7.18% of the 13F portfolio, value $85,579,599.

    13F-HR 0001962086-25-000001 filed by SP 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 ended2024-09-30
    13F 189,097 shares
    Change vs previous 13F not available

    7.23% of the 13F portfolio, value $87,033,909.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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