Position in DAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$261,123
+$250,997 QoQ
Shares Held
2,788
+1208.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,037
of 1,508 holders
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $806,986 across 2 Airlines names. DAL ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
|
4,014 | $545,863 | |
| 2 | DAL |
Delta Air Lines, Inc.
This page
|
2,788 | $261,123 |
All Filings in DAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,123 | 2,788 | Shares | Other | 2026-07-28 | |
| 2023-06-30 | $10,126 | 213 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,361 | 354 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,286,633 | 39,155 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,065,297 | 37,965 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $1,387,482 | 35,064 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||