Position in DAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,805
-$958 QoQ
Shares Held
328
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 Mar 31, 2026Bernard Wealth Management Corp. holds $36,841 across 2 Airlines names. DAL ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
328 | $21,805 | |
| 2 | AAL |
American Airlines Group Inc.
|
1,400 | $15,036 |
All Filings in DAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,805 | 328 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,763 | 328 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $18,614 | 328 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $16,081 | 327 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $36,057 | 827 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $229,295 | 3,790 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||