Position in DAL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$225,064
+$65,313 QoQ
Shares Held
2,403
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,109
of 1,508 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $647,425 across 5 Airlines names. DAL ranks #2 (34.8% of the industry book) .
All Filings in DAL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,064 | 2,403 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $159,751 | 2,403 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $166,768 | 2,403 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $136,370 | 2,403 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $118,130 | 2,402 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $104,727 | 2,402 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $145,321 | 2,402 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $121,946 | 2,401 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $113,903 | 2,401 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $114,935 | 2,401 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $96,592 | 2,401 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $88,800 | 2,400 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $114,096 | 2,400 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $89,604 | 2,566 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $84,318 | 2,566 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $72,001 | 2,566 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $74,337 | 2,566 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $101,536 | 2,566 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $100,279 | 2,566 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $109,337 | 2,566 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $111,005 | 2,566 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $123,886 | 2,566 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $121,916 | 3,032 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||