Beta Wealth Group, Inc.

Position in DAL — Delta Air Lines, Inc.

CIK 1594417 SAN DIEGO, CA

Position in DAL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$684,748

+$225,372 QoQ

Shares Held

7,311

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#715

of 1,508 holders

Holding Since

Mar 2021

18 quarters on record

Industrials · as of Jun 30, 2026

Beta Wealth Group, Inc. holds $684,748 across 1 Airlines name. DAL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DAL	Delta Air Lines, Inc. This page	7,311	$684,748

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$684,748	7,311	+5.8%	Shares	Other	2026-07-24
2026-03-31	$459,376	6,910	+6.2%	Shares	Other	2026-05-07
2025-12-31	$451,655	6,508	-3.0%	Shares	Other	2026-02-13
2025-09-30	$380,622	6,707	-21.2%	Shares	Other	2025-11-07
2025-06-30	$418,718	8,514	+1.2%	Shares	Other	2025-08-11
2025-03-31	$366,719	8,411	+0.0%	Shares	Other	2025-05-09
2024-12-31	$508,684	8,408	-1.2%	Shares	Other	2025-01-31
2024-09-30	$432,121	8,508	+5.0%	Shares	Other	2024-11-01
2024-06-30	$384,548	8,106	-1.2%	Shares	Other	2024-08-12
2024-03-31	$392,773	8,205	+1.3%	Shares	Other	2024-05-15
2023-12-31	$325,983	8,103	+1.3%	Shares	Other	2024-02-12
2023-09-30	$296,000	8,000	+15.9%	Shares	Other	2023-11-13
2023-06-30	$328,026	6,900	+6.2%	Shares	Other	2023-08-11
2023-03-31	$226,980	6,500	-91.5%	Shares	Other	2023-05-09
2021-12-31	$2,990,792	76,530	0.0%	Shares	Sole	2022-02-14
2021-09-30	$3,260,943	76,530	+32.3%	Shares	Sole	2021-11-12
2021-06-30	$2,502,115	57,839	+9.4%	Shares	Sole	2021-08-16
2021-03-31	$2,552,177	52,862	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.