SUMMIT WEALTH GROUP LLC / CO
Position in DAL — Delta Air Lines, Inc.
CIK 2081278
COLORADO SPRINGS, CO
Position in DAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$284,632
+$22,103 QoQ
Shares Held
3,039
-23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,008
of 1,508 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $600,128 across 2 Airlines names. DAL ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
|
2,320 | $315,496 | |
| 2 | DAL |
Delta Air Lines, Inc.
This page
|
3,039 | $284,632 |
All Filings in DAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,632 | 3,039 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $262,529 | 3,949 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $781,050 | 13,763 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||