Position in DAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,870
+$1,331 QoQ
Shares Held
52
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,434
of 1,508 holders
Holding Since
Dec 2021
17 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, 2026Concord Wealth Partners holds $4,921 across 2 Airlines names. DAL ranks #1 (99.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
52 | $4,870 | |
| 2 | LUV |
Southwest Airlines Co
|
1 | $51 |
All Filings in DAL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,870 | 52 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $3,539 | 51 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,894 | 51 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,508 | 51 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,223 | 51 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,085 | 51 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,590 | 51 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,155 | 193 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,238 | 193 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,764 | 193 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $1,850 | 50 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $2,377 | 50 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,746 | 50 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,643 | 50 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $1,448 | 50 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,978 | 50 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,954 | 50 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||