Position in DAL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,728,307
+$403,228 QoQ
Shares Held
18,453
-7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#495
of 1,508 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $1,728,307 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
|
18,453 | $1,728,307 |
All Filings in DAL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,728,307 | 18,453 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,325,079 | 19,932 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,374,397 | 19,804 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $952,889 | 16,791 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $716,060 | 14,560 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 | $325,276 | 6,795 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $206,608 | 4,346 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||