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DELTA FINANCIAL ADVISORS LLC: PTY position timeline

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

DELTA FINANCIAL ADVISORS LLC held 26,600 PTY 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 26,600 shares
    Change vs previous 13F -7,775 shares

    0.08% of the 13F portfolio, value $319,998.

    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 34,375 shares
    Change vs previous 13F -1,950 shares

    0.11% of the 13F portfolio, value $414,563.

    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 36,325 shares
    Change vs previous 13F -3,100 shares

    0.12% of the 13F portfolio, value $468,593.

    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 39,425 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $569,297.

    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).