United Financial Planning Group LLC
Position in DAL — Delta Air Lines, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in DAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,804
+$2,555 QoQ
Shares Held
94
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,400
of 1,508 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026United Financial Planning Group LLC holds $15,739 across 2 Airlines names. DAL ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
94 | $8,804 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
51 | $6,935 |
All Filings in DAL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,804 | 94 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,249 | 94 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||