Position in DAL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$206,052
-$71,472 QoQ
Shares Held
2,200
-62.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,162
of 1,510 holders
Holding Since
Sep 2023
5 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, 2026Beacon Financial Advisory LLC holds $206,052 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
|
2,200 | $206,052 |
All Filings in DAL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,052 | 2,200 | Shares | Sole | 2026-08-05 | |
| 2024-06-30 | $277,524 | 5,850 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $279,991 | 5,849 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $224,242 | 5,574 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $204,943 | 5,539 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||