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Disclosery

AE Wealth Management LLC: DAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on DAL, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 11,125 DAL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,125 shares
    Change vs previous 13F -24,374 shares

    <0.01% of the 13F portfolio, value $1,041,924.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,499 shares
    Change vs previous 13F +712 shares

    0.01% of the 13F portfolio, value $2,359,868.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,787 shares
    Change vs previous 13F +11,920 shares

    0.01% of the 13F portfolio, value $2,414,168.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,867 shares
    Change vs previous 13F -3,312 shares

    0.01% of the 13F portfolio, value $1,297,656.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,179 shares
    Change vs previous 13F +2,319 shares

    0.01% of the 13F portfolio, value $1,287,458.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,860 shares
    Change vs previous 13F +3,088 shares

    0.01% of the 13F portfolio, value $1,040,258.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 20,772 shares
    Change vs previous 13F +10,207 shares

    0.01% of the 13F portfolio, value $1,256,681.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,565 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $536,623.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).