DAL β€” DELTA AIR LINES INC DEL

Ownership history in Belpointe Asset Management LLC  Β·  17 quarters on record

AI Ownership Summary

Belpointe Asset Management LLC reported DELTA AIR LINES INC DEL (DAL) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.03% in 2023 Q3. The latest visible filing shows DAL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Belpointe Asset Management LLC's position in DELTA AIR LINES INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DAL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Belpointe Asset Management LLC held DAL β€” position size vs. price
% of Fund (quarterly)    DAL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6,039 -1,396 -18.8% 0.01% $343K 2025-11-03 $58.34
2023 Q3 REDUCED 7,435 -8,247 -52.6% 0.03% $275K 2023-11-15 $34.86
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Belpointe Asset Management LLC and DAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Belpointe Asset Management LLC reported owning DAL?

Belpointe Asset Management LLC reported DAL across 2 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported DAL position in Belpointe Asset Management LLC's portfolio?

The largest reported portfolio weight for DAL was 0.03% in 2023 Q3.

What is the latest reported DAL position on this page?

The most recent filing on this page is 2025 Q3, when Belpointe Asset Management LLC reported 6,039 shares, equal to 0.01% of portfolio, with an estimated market value of $343K.

What does the chart on this DAL ownership page compare?

The chart compares Belpointe Asset Management LLC's quarterly DAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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