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Schear Investment Advisers, LLC: DAL position timeline

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

Schear Investment Advisers, LLC held 40,161 DAL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,161 shares
    Change vs previous 13F +2,137 shares

    1.26% of the 13F portfolio, value $3,761,504.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, 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 38,024 shares
    Change vs previous 13F +719 shares

    1.11% of the 13F portfolio, value $2,527,853.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, 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 37,305 shares
    Change vs previous 13F +1,194 shares

    1.11% of the 13F portfolio, value $2,588,985.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, 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 36,111 shares
    Change vs previous 13F +398 shares

    0.91% of the 13F portfolio, value $2,049,299.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, 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 35,713 shares
    Change vs previous 13F +6,509 shares

    0.87% of the 13F portfolio, value $1,756,365.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, 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 29,204 shares
    Change vs previous 13F +2,682 shares

    0.73% of the 13F portfolio, value $1,273,294.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, 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 26,522 shares
    Change vs previous 13F +1,536 shares

    0.85% of the 13F portfolio, value $1,604,581.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, 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 24,986 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,269,042.

    13F-HR 0001962838-24-000004 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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