Position in DAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$581,253
+$173,266 QoQ
Shares Held
6,206
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#755
of 1,508 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026QTR Family Wealth, LLC holds $824,131 across 2 Airlines names. DAL ranks #1 (70.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
6,206 | $581,253 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
1,786 | $242,878 |
All Filings in DAL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,253 | 6,206 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $407,987 | 6,137 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $285,442 | 4,113 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $211,280 | 3,723 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||