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Delta Wealth Advisors LLC: IBDR position timeline

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

Delta Wealth Advisors LLC held 238,821 IBDR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 238,821 shares
    Change vs previous 13F +9,667 shares

    3.98% of the 13F portfolio, value $5,789,023.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 229,154 shares
    Change vs previous 13F +9,779 shares

    3.97% of the 13F portfolio, value $5,552,394.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 219,375 shares
    Change vs previous 13F +52,088 shares

    4.05% of the 13F portfolio, value $5,317,660.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 167,287 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $4,053,364.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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