KWB Wealth

Position in DAL — Delta Air Lines, Inc.

CIK 1822236 REDLANDS, CA

Position in DAL

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$335,209

+$56,791 QoQ

Shares Held

3,579

-14.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#948

of 1,508 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

KWB Wealth holds $335,209 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	3,579	$335,209

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,209	3,579	-14.5%	Shares	Sole	2026-07-10
2026-03-31	$278,418	4,188	0.0%	Shares	Sole	2026-04-08
2025-12-31	$290,647	4,188	-14.0%	Shares	Sole	2026-01-12
2024-09-30	$247,194	4,867	-9.7%	Shares	Sole	2024-10-07
2024-06-30	$255,606	5,388	0.0%	Shares	Sole	2024-07-24
2024-03-31	$257,923	5,388	-7.6%	Shares	Sole	2024-04-19
2023-12-31	$234,540	5,830	-6.1%	Shares	Sole	2024-01-10
2023-09-30	$229,622	6,206	-6.2%	Shares	Sole	2023-10-11
2023-06-30	$314,477	6,615	-1.8%	Shares	Sole	2023-07-24
2023-03-31	$235,116	6,733	-3.5%	Shares	Sole	2023-04-07
2022-03-31	$276,119	6,978	0.0%	Shares	Sole	2022-05-10
2021-12-31	$272,700	6,978	0.0%	Shares	Sole	2022-02-02
2021-09-30	$297,332	6,978	0.0%	Shares	Sole	2021-11-12
2021-06-30	$301,868	6,978	0.0%	Shares	Sole	2021-08-10
2021-03-31	$336,897	6,978	-11.7%	Shares	Sole	2021-05-10
2020-12-31	$317,900	7,906	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.