Delta Investment Management, LLC: WU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Delta Investment Management, LLC on WU, newest first. How the timeline and the estimate are built.
Delta Investment Management, LLC held 37,587 WU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 37,587 sharesChange vs previous 13F +14,755 shares
0.05% of the 13F portfolio, value $289,421.
13F-HR 0001757043-26-000004 filed by Delta Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,832 sharesChange vs previous 13F -1,362 shares
0.04% of the 13F portfolio, value $199,325.
13F-HR 0001757043-26-000003 filed by Delta Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,194 sharesChange vs previous 13F +3,944 shares
0.04% of the 13F portfolio, value $225,245.
13F-HR 0001757043-26-000002 filed by Delta Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,250 sharesChange vs previous 13F +2,687 shares
0.03% of the 13F portfolio, value $161,797.
13F-HR 0001757043-25-000003 filed by Delta Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,563 sharesChange vs previous 13F +6,522 shares
0.03% of the 13F portfolio, value $147,884.
13F-HR 0001095449-25-000056 filed by Delta Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,041 sharesChange vs previous 13F +564 shares
0.02% of the 13F portfolio, value $116,809.
13F-HR 0001095449-25-000035 filed by Delta Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,477 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $111,059.
13F-HR 0001095449-25-000007 filed by Delta Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).