Position in DAL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,462,751
-$616,804 QoQ
Shares Held
37,045
-16.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026NewEdge Wealth, LLC holds $8,572,863 across 4 Airlines names. DAL ranks #2 (28.7% of the industry book) .
All Filings in DAL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,462,751 | 37,045 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,079,555 | 44,374 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,119,612 | 37,350 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,910,003 | 38,837 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,689,282 | 38,745 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,262,942 | 37,404 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,049,427 | 40,351 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $491,288 | 10,356 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $539,973 | 11,280 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $420,926 | 10,463 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $343,138 | 9,274 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $566,676 | 11,920 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $435,452 | 12,470 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $397,277 | 12,090 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $327,376 | 11,667 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||