Position in DAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,556
-$1,421 QoQ
Shares Held
70
-41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,415
of 1,508 holders
Holding Since
Mar 2020
20 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, 2026Heritage Wealth Advisors holds $154,166 across 4 Airlines names. DAL ranks #2 (4.3% of the industry book) .
All Filings in DAL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,556 | 70 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,977 | 120 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,858 | 70 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,972 | 70 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,737 | 76 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,052 | 70 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,235 | 70 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,555 | 70 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,320 | 70 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $3,350 | 70 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $2,816 | 70 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $2,590 | 70 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $3,327 | 70 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $2,444 | 70 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,300 | 70 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $2,806 | 100 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $2,897 | 100 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $791 | 20 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $781 | 20 | Shares | Sole | 2022-03-28 | |
| 2020-03-31 | $570 | 20 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||