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Disclosery

Clearstead Advisors, LLC: DAL position timeline

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

Clearstead Advisors, LLC held 89,546 DAL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,546 shares
    Change vs previous 13F -11,710 shares

    0.08% of the 13F portfolio, value $8,386,862.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 101,256 shares
    Change vs previous 13F +12,570 shares

    0.06% of the 13F portfolio, value $6,731,450.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 88,686 shares
    Change vs previous 13F -150 shares

    0.08% of the 13F portfolio, value $6,154,806.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 88,836 shares
    Change vs previous 13F +147 shares

    0.07% of the 13F portfolio, value $5,041,459.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 88,689 shares
    Change vs previous 13F +1,775 shares

    0.06% of the 13F portfolio, value $4,361,726.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 86,914 shares
    Change vs previous 13F +1,276 shares

    0.06% of the 13F portfolio, value $3,789,469.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 85,638 shares
    Change vs previous 13F -498 shares

    0.08% of the 13F portfolio, value $5,181,082.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 86,136 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,374,837.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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