Position in DAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,645,699
+$951,630 QoQ
Shares Held
17,571
+75.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#506
of 1,508 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $2,592,851 across 3 Airlines names. DAL ranks #1 (63.5% of the industry book) .
All Filings in DAL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,645,699 | 17,571 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $694,069 | 10,001 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $593,605 | 10,460 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $779,404 | 15,848 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $449,254 | 10,304 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $583,159 | 9,639 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $464,169 | 9,139 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $425,394 | 8,967 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $436,430 | 9,117 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $366,776 | 9,117 | Shares | Sole | 2024-02-06 | |
| 2022-03-31 | $382,681 | 9,671 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $373,018 | 9,545 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||