Position in DAL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,024
+$2,038 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,410
of 1,508 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $7,702 across 2 Airlines names. DAL ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
75 | $7,024 | |
| 2 | ALK |
Alaska Air Group, Inc.
|
13 | $678 |
All Filings in DAL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,024 | 75 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,986 | 75 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||