Lakeshore Financial Planning, Inc.
Position in DAL — Delta Air Lines, Inc.
CIK 2000571
St. Clair Shores, MI
Position in DAL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$473,076
+$171,590 QoQ
Shares Held
5,051
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#831
of 1,508 holders
Holding Since
Jun 2025
5 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, 2026Lakeshore Financial Planning, Inc. holds $473,076 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
|
5,051 | $473,076 |
All Filings in DAL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,076 | 5,051 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $301,486 | 4,535 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $314,590 | 4,533 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $257,077 | 4,530 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $222,687 | 4,528 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||