Taylor & Morgan Wealth Management, LLC: DAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor & Morgan Wealth Management, LLC on DAL, newest first. How the timeline and the estimate are built.
Taylor & Morgan Wealth Management, LLC held 4,746 DAL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 4,746 sharesChange vs previous 13F +6 shares
0.19% of the 13F portfolio, value $396,095.
13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 4,740 sharesChange vs previous 13F -824 shares
0.22% of the 13F portfolio, value $443,945.
13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth 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 5,564 sharesChange vs previous 13F -1,022 shares
0.21% of the 13F portfolio, value $369,912.
13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth 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 6,586 sharesChange vs previous 13F -1,421 shares
0.26% of the 13F portfolio, value $457,057.
13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth 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 8,007 sharesChange vs previous 13F +13 shares
0.28% of the 13F portfolio, value $454,417.
13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth 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 7,994 sharesChange vs previous 13F +272 shares
0.27% of the 13F portfolio, value $393,166.
13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth 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 7,722 sharesChange vs previous 13F +12 shares
0.25% of the 13F portfolio, value $336,686.
13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth 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 7,710 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $466,425.
13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).