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Delta Wealth Advisors LLC

SEC CIK
0001970701
Latest filing
Jul 14, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Delta Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
448
Value
$224.2K
% of portfolio
0.2%
Quarters held
8
Since Q3 2024
Holdings of BRK.B by Delta Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026448$224.2K0.2%−50−10.0%ReducedHolders
Q1 2026498$238.6K0.2%+7+1.4%AddedHolders
Q4 2025491$246.8K0.2%−20−3.9%ReducedHolders
Q3 2025511$256.9K0.2%00.0%UnchangedHolders
Q2 2025511$248.2K0.2%00.0%UnchangedHolders
Q1 2025511$272.1K0.2%00.0%UnchangedHolders
Q4 2024511$231.6K0.2%+41+8.7%AddedHolders
Q3 2024470$216.3K0.2%+470NewHolders