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Disclosery

Delta Financial Group, Inc.: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Delta Financial Group, Inc. on NEE, newest first. How the timeline and the estimate are built.

Delta Financial Group, Inc. held 8,803 NEE shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 8,803 shares
    Change vs previous 13F -656 shares

    0.14% of the 13F portfolio, value $617,000.

    13F-HR 0001965718-25-000003 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 9,459 shares
    Change vs previous 13F +17 shares

    0.16% of the 13F portfolio, value $678,000.

    13F-HR 0001965718-25-000001 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 9,442 shares
    Change vs previous 13F +285 shares

    0.3% of the 13F portfolio, value $798,000.

    13F-HR 0001965718-24-000005 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 9,157 shares
    Change vs previous 13F +269 shares

    0.27% of the 13F portfolio, value $648,000.

    13F-HR 0001965718-24-000004 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 8,888 shares
    Change vs previous 13F +392 shares

    0.17% of the 13F portfolio, value $568,000.

    13F-HR 0001965718-24-000002 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 8,496 shares
    Change vs previous 13F -1,587 shares

    0.16% of the 13F portfolio, value $516,000.

    13F-HR 0001965718-24-000001 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 10,083 shares
    Change vs previous 13F -11 shares

    0.2% of the 13F portfolio, value $578,000.

    13F-HR 0001965798-23-000004 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 10,094 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $749,000.

    13F-HR 0001965718-23-000005 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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