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Disclosery

Delta Financial Group, Inc.: SPY position timeline

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

Delta Financial Group, Inc. held 3,164 SPY 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 3,164 shares
    Change vs previous 13F +774 shares

    0.42% of the 13F portfolio, value $1,817,000.

    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 2,390 shares
    Change vs previous 13F -90 shares

    0.33% of the 13F portfolio, value $1,401,000.

    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 2,480 shares
    Change vs previous 13F -251 shares

    0.53% of the 13F portfolio, value $1,423,000.

    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 2,731 shares
    Change vs previous 13F -22 shares

    0.62% of the 13F portfolio, value $1,486,000.

    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 2,753 shares
    Change vs previous 13F +9 shares

    0.42% of the 13F portfolio, value $1,440,000.

    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 2,744 shares
    Change vs previous 13F +231 shares

    0.41% of the 13F portfolio, value $1,304,000.

    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 2,513 shares
    Change vs previous 13F +228 shares

    0.37% of the 13F portfolio, value $1,074,000.

    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 2,285 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,013,000.

    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).