Position in DAL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,320,886
+$508,301 QoQ
Shares Held
14,103
+15.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#560
of 1,508 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Derivatives in DAL
reported options exposure · as of Jun 30, 2025CallValue
$9,836
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $1,782,664 across 3 Airlines names. DAL ranks #1 (74.1% of the industry book) .
All Filings in DAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,320,886 | 14,103 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $812,585 | 12,223 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $869,165 | 12,524 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $706,026 | 12,441 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $613,569 | 12,476 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $9,836 | 200 | Call | Sole | 2025-08-19 | |
| 2024-12-31 | $1,014,101 | 16,762 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,115,297 | 21,959 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $960,138 | 20,239 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,113,173 | 44,144 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,683,343 | 41,843 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,633,328 | 44,144 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,294,042 | 48,255 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,745,895 | 49,997 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,885,736 | 57,387 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,580,956 | 56,342 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,405,798 | 48,526 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,411,158 | 60,934 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,189,105 | 56,016 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $2,793,980 | 65,571 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,829,723 | 65,412 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $2,674,036 | 55,386 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,906,195 | 47,406 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,570,772 | 51,366 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $895,580 | 31,928 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $691,453 | 24,236 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||