Position in DAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,436,783
+$3,548,095 QoQ
Shares Held
68,725
+58.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#279
of 1,507 holders
Holding Since
Dec 2021
19 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, 2026Summit Financial, LLC holds $9,892,305 across 4 Airlines names. DAL ranks #1 (65.1% of the industry book) .
All Filings in DAL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,436,783 | 68,725 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,888,688 | 43,452 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,945,752 | 42,446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,506,193 | 44,162 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,797,922 | 36,558 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $882,900 | 20,250 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,187,494 | 19,628 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,106,663 | 21,789 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,037,939 | 21,879 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $893,637 | 18,668 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $747,755 | 18,587 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $686,572 | 18,556 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $882,152 | 18,556 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $654,854 | 18,753 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $619,936 | 18,866 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $611,315 | 21,786 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $600,200 | 20,718 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $341,607 | 8,633 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $232,760 | 5,956 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||