Position in DAL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$616,095
+$179,388 QoQ
Shares Held
6,578
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#739
of 1,508 holders
Holding Since
Dec 2020
21 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, 2026Shepherd Financial Partners LLC holds $616,095 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
|
6,578 | $616,095 |
All Filings in DAL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,095 | 6,578 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $436,707 | 6,569 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $471,920 | 6,800 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $385,900 | 6,800 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $334,424 | 6,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $252,880 | 5,800 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $350,900 | 5,800 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $294,582 | 5,800 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $275,152 | 5,800 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $277,646 | 5,800 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $233,334 | 5,800 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $214,600 | 5,800 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $275,732 | 5,800 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $226,700 | 6,492 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $213,327 | 6,492 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $257,007 | 6,495 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $251,479 | 6,435 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $274,195 | 6,435 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $278,378 | 6,435 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $310,681 | 6,435 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $258,751 | 6,435 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||