Position in DAL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$444,885
+$129,105 QoQ
Shares Held
4,750
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#853
of 1,508 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Derivatives in DAL
reported options exposure · as of Mar 31, 2022CallValue
$217,635
CallShares
5,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Jun 30, 2026Westwood Wealth Management holds $444,885 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
|
4,750 | $444,885 |
All Filings in DAL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,885 | 4,750 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $315,780 | 4,750 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $269,562 | 4,750 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $236,064 | 4,800 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $209,280 | 4,800 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $290,400 | 4,800 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $246,077 | 4,845 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $227,712 | 4,800 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $229,776 | 4,800 | Shares | Sole | 2024-05-01 | |
| 2023-06-30 | $225,815 | 4,750 | Shares | Sole | 2023-07-26 | |
| 2022-03-31 | $217,635 | 5,500 | Call | Sole | 2022-05-11 | |
| 2022-03-31 | $187,957 | 4,750 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||