Institute for Wealth Management, LLC.
Position in DAL — Delta Air Lines, Inc.
CIK 1533954
DENVER, CO
Position in DAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$621,246
+$176,030 QoQ
Shares Held
6,633
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#737
of 1,508 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,246,428 across 8 Airlines names. DAL ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
|
16,156 | $830,741 | |
| 2 | DAL |
Delta Air Lines, Inc.
This page
|
6,633 | $621,246 | |
| 3 | ALK |
Alaska Air Group, Inc.
|
9,416 | $491,515 | |
| 4 | UAL |
United Airlines Holdings, Inc.
|
1,682 | $228,735 | |
| 5 | AAL |
American Airlines Group Inc.
|
1,951 | $35,254 | |
| 6 | JBLU |
Jetblue Airways Corp
|
2,986 | $17,109 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
217 | $14,050 | |
| 8 | CPA |
Copa Holdings, S.A.
|
50 | $7,778 |
All Filings in DAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,246 | 6,633 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $445,216 | 6,697 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $464,771 | 6,697 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $381,984 | 6,731 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $337,128 | 6,855 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $298,834 | 6,854 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $414,667 | 6,854 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $357,612 | 7,041 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $334,025 | 7,041 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $320,106 | 6,687 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $279,518 | 6,948 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $277,352 | 7,496 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $356,359 | 7,496 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $261,760 | 7,496 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $247,632 | 7,536 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $209,495 | 7,466 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $216,290 | 7,466 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $295,429 | 7,466 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $280,047 | 7,166 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $318,850 | 7,483 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $328,949 | 7,604 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $365,479 | 7,570 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $309,134 | 7,688 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $238,676 | 7,805 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $218,229 | 7,780 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $212,491 | 7,448 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||