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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

DAL holding history

Delta Air Lines, Inc. in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DAL overviewAll 13F holders of DALFull Q2 2026 holdings

Shares (Q2 2026)
3,228
Value
$302.3K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2021
Holdings of DAL by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,228$302.3K<0.1%+3+0.1%AddedHolders
Q1 20263,225$214.4K<0.1%−617−16.1%ReducedHolders
Q4 20253,842$266.6K<0.1%+57+1.5%AddedHolders
Q3 20253,785$214.8K<0.1%+3,785NewHolders
Q1 20250$00.0%−3,695−100.0%Sold outHolders
Q4 20243,695$223.5K<0.1%−776−17.4%ReducedHolders
Q3 20244,471$227.1K<0.1%+23+0.5%AddedHolders
Q2 20244,448$211.0K<0.1%+11+0.2%AddedHolders
Q1 20244,437$212.4K<0.1%+4,437NewHolders
Q3 20230$00.0%−4,835−100.0%Sold outHolders
Q2 20234,835$229.9K<0.1%+4,835NewHolders
Q1 20220$00.0%−15,063−100.0%Sold outHolders
Q4 202115,063$589.0K<0.1%+15,063NewHolders