DAL Delta Airlines, Inc.

Ownership history in Winch Advisory Services, LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in Delta Airlines, Inc. (DAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.13% (2014 Q4)
Avg. % of fund
0.09%
First filed
2014 Q1
Last filed
2025 Q3
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 233 0% 0.00% $13K $56.42
2025 Q2 ADDED 233 +182 +356.9% 0.00% $11K $48.73
2025 Q1 REDUCED 51 -721 -93.4% 0.00% $2K $43.07
2024 Q4 ADDED 772 +2 +0.3% 0.01% $47K $59.62
2024 Q3 ADDED 770 +3 +0.4% 0.01% $39K $49.90
2024 Q2 ADDED 767 +1 +0.1% 0.01% $36K $46.45
2024 Q1 ADDED 766 +2 +0.3% 0.01% $37K $46.78
2023 Q4 REDUCED 764 -38 -4.7% 0.01% $31K $39.22
2023 Q3 REDUCED 802 -44 -5.2% 0.01% $30K $35.97
2023 Q2 UNCHANGED 846 0% 0.01% $40K $46.12
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DAL price (monthly, adj. close)
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