Position in DAL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$449,755
+$212,488 QoQ
Shares Held
4,802
+34.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#849
of 1,515 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Root Financial Partners, LLC holds $888,186 across 2 Airlines names. DAL ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
4,802 | $449,755 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
3,224 | $438,431 |
All Filings in DAL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,755 | 4,802 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $237,267 | 3,569 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $228,534 | 3,293 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $176,492 | 3,110 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||