Position in DAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$65,374
+$12,390 QoQ
Shares Held
698
-12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,250
of 1,508 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $94,484 across 4 Airlines names. DAL ranks #1 (69.2% of the industry book) .
All Filings in DAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,374 | 698 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $52,984 | 797 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $48,510 | 699 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $39,611 | 698 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $39,835 | 810 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $39,632 | 909 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||