Mowery & Schoenfeld Wealth Management, LLC
Position in DAL — Delta Air Lines, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in DAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,523
+$2,474 QoQ
Shares Held
91
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,402
of 1,507 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $15,730 across 2 Airlines names. DAL ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
91 | $8,523 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
53 | $7,207 |
All Filings in DAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,523 | 91 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,049 | 91 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,466 | 122 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,164 | 91 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,475 | 91 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,967 | 91 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,352 | 105 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||