Position in DAL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$30,064
+$5,932 QoQ
Shares Held
321
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,313
of 1,508 holders
Holding Since
Mar 2020
13 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, 2026Caldwell Trust Co holds $30,064 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
|
321 | $30,064 |
All Filings in DAL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,064 | 321 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $24,132 | 363 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $26,649 | 384 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $21,792 | 384 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $18,885 | 384 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $3,662 | 84 | Shares | Sole | 2025-09-23 | |
| 2023-12-31 | $10,057 | 250 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $9,250 | 250 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $18,635 | 392 | Shares | Sole | 2025-10-01 | |
| 2020-12-31 | $3,618 | 90 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $2,752 | 90 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $8,415 | 300 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $37,089 | 1,300 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||