Position in DAL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$97,593
+$28,321 QoQ
Shares Held
1,042
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,225
of 1,508 holders
Holding Since
Mar 2022
11 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, 2026GoalVest Advisory LLC holds $191,698 across 2 Airlines names. DAL ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
1,042 | $97,593 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
692 | $94,105 |
All Filings in DAL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,593 | 1,042 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $69,272 | 1,042 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $72,314 | 1,042 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $59,133 | 1,042 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $51,245 | 1,042 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $46,085 | 1,057 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $63,041 | 1,042 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $52,923 | 1,042 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $49,432 | 1,042 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $49,880 | 1,042 | Shares | Sole | 2024-04-15 | |
| 2022-03-31 | $751 | 19 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||