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DELTA ASSET MANAGEMENT LLC/TN: UI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DELTA ASSET MANAGEMENT LLC/TN on UI, newest first. How the timeline and the estimate are built.

DELTA ASSET MANAGEMENT LLC/TN held 905 UI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 905 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $483,402.

    13F-HR 0000860857-26-000004 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 904 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $714,428.

    13F-HR 0000860857-26-000002 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 903 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $499,694.

    13F-HR 0000860857-26-000001 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 902 shares
    Change vs previous 13F -11 shares

    0.05% of the 13F portfolio, value $595,665.

    13F-HR 0000860857-25-000003 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 913 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $376,038.

    13F-HR 0001855205-25-000037 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 912 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $282,886.

    13F-HR 0001855205-25-000021 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 910 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $302,169.

    13F-HR 0001855205-25-000010 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 909 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,508.

    13F-HR 0001855205-24-000051 filed by DELTA ASSET MANAGEMENT LLC/TN
    Filed (acceptance time not in the bulk data set), ingested

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