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Delta Investment Management, LLC: SPYI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Delta Investment Management, LLC on SPYI, newest first. How the timeline and the estimate are built.

Delta Investment Management, LLC held 127,799 SPYI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,799 shares
    Change vs previous 13F +17,801 shares

    1.12% of the 13F portfolio, value $6,784,863.

    13F-HR 0001757043-26-000004 filed by Delta Investment Management, 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 109,998 shares
    Change vs previous 13F +8,027 shares

    0.97% of the 13F portfolio, value $5,430,597.

    13F-HR 0001757043-26-000003 filed by Delta Investment Management, 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 101,971 shares
    Change vs previous 13F -20,954 shares

    0.93% of the 13F portfolio, value $5,356,545.

    13F-HR 0001757043-26-000002 filed by Delta Investment Management, 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 122,925 shares
    Change vs previous 13F +45,419 shares

    1.15% of the 13F portfolio, value $6,428,998.

    13F-HR 0001757043-25-000003 filed by Delta Investment Management, 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 77,506 shares
    Change vs previous 13F +3,516 shares

    0.75% of the 13F portfolio, value $3,900,080.

    13F-HR 0001095449-25-000056 filed by Delta Investment Management, 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 73,990 shares
    Change vs previous 13F +22,395 shares

    0.72% of the 13F portfolio, value $3,543,369.

    13F-HR 0001095449-25-000035 filed by Delta Investment Management, 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 51,595 shares
    Change vs previous 13F +11,048 shares

    0.51% of the 13F portfolio, value $2,622,056.

    13F-HR 0001095449-25-000007 filed by Delta Investment Management, 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 40,547 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,077,198.

    13F-HR 0001095449-24-000086 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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