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Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

DAL holding history

Delta Air Lines, Inc. in every 13F filed by Wealth Dimensions Group, Ltd., 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)
7,865
Value
$736.6K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of DAL by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,865$736.6K0.1%+66+0.8%AddedHolders
Q1 20267,799$518.5K0.1%−20.0%ReducedHolders
Q4 20257,801$541.4K0.1%−601−7.2%ReducedHolders
Q3 20258,402$476.8K0.1%−475−5.4%ReducedHolders
Q2 20258,877$436.5K0.1%+75+0.9%AddedHolders
Q1 20258,802$383.8K0.1%−57−0.6%ReducedHolders
Q4 20248,859$536.0K0.1%+8+0.1%AddedHolders
Q3 20248,851$449.5K0.1%+32+0.4%AddedHolders
Q2 20248,819$418.4K0.1%−3,053−25.7%ReducedHolders
Q1 202411,872$568.3K0.2%+2,686+29.2%AddedHolders
Q4 20239,186$369.5K0.1%−215−2.3%ReducedHolders
Q3 20239,401$347.9K0.1%+2,759+41.5%AddedHolders
Q2 20236,642$315.8K0.1%+232+3.6%AddedHolders
Q1 20236,410$223.8K0.1%00.0%UnchangedHolders
Q4 20226,410$210.6K0.1%+6,410NewHolders
Q2 20220$00.0%−6,605−100.0%Sold outHolders
Q1 20226,605$261.0K0.1%+813+14.0%AddedHolders
Q4 20215,792$226.0K0.1%−100−1.7%ReducedHolders
Q3 20215,892$251.0K0.2%+892+17.8%AddedHolders
Q2 20215,000$216.0K0.1%−22−0.4%ReducedHolders
Q1 20215,022$242.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.