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DELTA FINANCIAL ADVISORS LLC: CI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DELTA FINANCIAL ADVISORS LLC on CI, newest first. How the timeline and the estimate are built.

DELTA FINANCIAL ADVISORS LLC held 3,182 CI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,182 shares
    Change vs previous 13F -35 shares

    0.21% of the 13F portfolio, value $877,250.

    13F-HR 0001172661-26-003077 filed by DELTA FINANCIAL 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 3,217 shares
    Change vs previous 13F -45 shares

    0.22% of the 13F portfolio, value $858,243.

    13F-HR 0001172661-26-001606 filed by DELTA FINANCIAL 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 3,262 shares
    Change vs previous 13F +2 shares

    0.23% of the 13F portfolio, value $897,685.

    13F-HR 0001172661-26-000519 filed by DELTA FINANCIAL 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 3,260 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $939,657.

    13F-HR 0001172661-25-004517 filed by DELTA FINANCIAL 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 3,258 shares
    Change vs previous 13F -69 shares

    0.38% of the 13F portfolio, value $1,077,129.

    13F-HR 0001172661-25-002925 filed by DELTA FINANCIAL 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 3,327 shares
    Change vs previous 13F -41 shares

    0.41% of the 13F portfolio, value $1,094,527.

    13F-HR 0001172661-25-001728 filed by DELTA FINANCIAL 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 3,368 shares
    Change vs previous 13F -299 shares

    0.35% of the 13F portfolio, value $930,152.

    13F-HR 0001172661-25-000490 filed by DELTA FINANCIAL 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 3,667 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,270,346.

    13F-HR 0001172661-24-004460 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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