Position in DAL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$8,148
+$5,755 QoQ
Shares Held
87
+141.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,405
of 1,507 holders
Holding Since
Dec 2023
9 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, 2026Dogwood Wealth Management LLC holds $30,040 across 5 Airlines names. DAL ranks #2 (27.1% of the industry book) .
All Filings in DAL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,148 | 87 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $2,393 | 36 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $971 | 14 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $170 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $2,049 | 47 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $4 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $9,535 | 201 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $4 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||