Position in DAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$435,612
+$167,499 QoQ
Shares Held
4,651
+15.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#858
of 1,507 holders
Holding Since
Mar 2024
4 quarters on record
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $759,712 across 2 Airlines names. DAL ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
4,651 | $435,612 | |
| 2 | LUV |
Southwest Airlines Co
|
6,303 | $324,100 |
All Filings in DAL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,612 | 4,651 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $268,113 | 4,033 | Shares | Sole | 2026-04-30 | |
| 2024-06-30 | $466,999 | 9,844 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $467,402 | 9,764 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||