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NewEdge Wealth, LLC: DAL position timeline

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

NewEdge Wealth, LLC held 38,429 DAL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,429 shares
    Change vs previous 13F +1,384 shares

    0.04% of the 13F portfolio, value $3,599,263.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 37,045 shares
    Change vs previous 13F -7,329 shares

    0.03% of the 13F portfolio, value $2,462,775.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 44,374 shares
    Change vs previous 13F +7,024 shares

    0.03% of the 13F portfolio, value $3,079,569.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 37,350 shares
    Change vs previous 13F -1,487 shares

    0.03% of the 13F portfolio, value $2,186,466.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 38,837 shares
    Change vs previous 13F +92 shares

    0.03% of the 13F portfolio, value $2,082,825.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 38,745 shares
    Change vs previous 13F +1,341 shares

    0.03% of the 13F portfolio, value $1,689,273.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 37,404 shares
    Change vs previous 13F -2,947 shares

    0.04% of the 13F portfolio, value $2,262,917.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 40,351 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,049,448.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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