CPA Asset Management Group, LLC: DAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CPA Asset Management Group, LLC on DAL, newest first. How the timeline and the estimate are built.
CPA Asset Management Group, LLC held 3,365 DAL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 3,365 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $315,166.
13F-HR 0001963967-26-000006 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,365 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $223,706.
13F-HR 0001963967-26-000005 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,365 sharesChange vs previous 13F +3,365 shares
0.08% of the 13F portfolio, value $233,531.
13F-HR 0001963967-26-000001 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -3,365 shares
13F-HR 0001963967-25-000004 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 3,365 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $203,583.
13F-HR 0001963967-25-000001 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).