waypoint wealth counsel: DAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of waypoint wealth counsel on DAL, newest first. How the timeline and the estimate are built.
waypoint wealth counsel held 5,407 DAL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 5,407 sharesChange vs previous 13F -3,690 shares
0.32% of the 13F portfolio, value $506,408.
13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,097 sharesChange vs previous 13F -447 shares
0.31% of the 13F portfolio, value $604,779.
13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,544 sharesChange vs previous 13F +327 shares
0.24% of the 13F portfolio, value $662,338.
13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,217 sharesChange vs previous 13F +528 shares
0.21% of the 13F portfolio, value $523,048.
13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,689 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $427,307.
13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).