Skip to content
Disclosery

Delta Financial Group, Inc.: XLV position timeline

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

Delta Financial Group, Inc. held 3,788 XLV 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 3,788 shares
    Change vs previous 13F -1 shares

    0.13% of the 13F portfolio, value $557,000.

    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 3,789 shares
    Change vs previous 13F +74 shares

    0.12% of the 13F portfolio, value $521,000.

    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 3,715 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $572,000.

    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 3,711 shares
    Change vs previous 13F +92 shares

    0.23% of the 13F portfolio, value $541,000.

    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 3,619 shares
    Change vs previous 13F +24 shares

    0.16% of the 13F portfolio, value $535,000.

    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 3,595 shares
    Change vs previous 13F +144 shares

    0.15% of the 13F portfolio, value $490,000.

    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 3,451 shares
    Change vs previous 13F +4 shares

    0.15% of the 13F portfolio, value $444,000.

    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 3,447 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $458,000.

    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).