VSM Wealth Advisory, LLC: DAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VSM Wealth Advisory, LLC on DAL, newest first. How the timeline and the estimate are built.
VSM Wealth Advisory, LLC held 155 DAL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 155 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $14,530.
13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 155 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $10,290.
13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 154 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $10,710.
13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, 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 154 sharesChange vs previous 13F -1,026 shares
<0.01% of the 13F portfolio, value $8,730.
13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, 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 1,180 sharesChange vs previous 13F +1,027 shares
0.02% of the 13F portfolio, value $58,049.
13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, 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 153 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $6,665.
13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, 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 152 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $9,219.
13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).