Forum Financial Management, LP

Position in DAL — Delta Air Lines, Inc.

CIK 1911832 LOMBARD, IL

Position in DAL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$270,583

-$813,098 QoQ

Shares Held

2,889

-81.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,025

of 1,508 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Forum Financial Management, LP holds $270,583 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	2,889	$270,583

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,583	2,889	-81.5%	Shares	Sole	2026-07-23
2025-12-31	$1,083,681	15,615	-0.1%	Shares	Sole	2026-01-27
2025-09-30	$887,286	15,635	+17.6%	Shares	Sole	2025-10-24
2025-06-30	$653,602	13,290	+0.1%	Shares	Sole	2025-07-30
2025-03-31	$579,095	13,282	+15.8%	Shares	Sole	2025-05-02
2024-12-31	$693,995	11,471	+22.3%	Shares	Sole	2025-02-20
2024-09-30	$476,257	9,377	+9.9%	Shares	Sole	2024-10-29
2024-06-30	$404,805	8,533	-3.3%	Shares	Sole	2024-07-30
2024-03-31	$422,309	8,822	-0.8%	Shares	Sole	2024-05-09
2023-12-31	$357,684	8,891	+2.1%	Shares	Sole	2024-02-07
2023-09-30	$322,233	8,709	0.0%	Shares	Sole	2023-11-06
2023-06-30	$414,025	8,709	-0.1%	Shares	Sole	2023-07-26
2023-03-31	$304,467	8,719	+3.9%	Shares	Sole	2023-04-19
2022-12-31	$275,826	8,394	+0.2%	Shares	Sole	2023-01-24
2022-09-30	$235,030	8,376	-2.3%	Shares	Sole	2022-11-07
2022-06-30	$248,475	8,577	-1.1%	Shares	Sole	2022-08-15
2022-03-31	$343,269	8,675	+3.5%	Shares	Sole	2022-05-16
2021-12-31	$327,607	8,383	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.