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Livermore
Livermore
ZHEN

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

DAL holding history

Delta Air Lines, Inc. in every 13F filed by Wealth Effects 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)
10,325
Value
$967.0K
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of DAL by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,325$967.0K0.3%00.0%UnchangedHolders
Q1 202610,325$686.4K0.2%00.0%UnchangedHolders
Q4 202510,325$716.6K0.2%−1,356−11.6%ReducedHolders
Q3 202511,681$662.9K0.2%+30.0%AddedHolders
Q2 202511,678$574.3K0.2%+853+7.9%AddedHolders
Q1 202510,825$472.0K0.2%−1,000−8.5%ReducedHolders
Q4 202411,825$715.4K0.3%−1,420−10.7%ReducedHolders
Q3 202413,245$672.7K0.2%+500+3.9%AddedHolders
Q2 202412,745$604.6K0.2%00.0%UnchangedHolders
Q1 202412,745$610.1K0.2%+120+1.0%AddedHolders
Q4 202312,625$507.9K0.2%+3,500+38.4%AddedHolders
Q3 20239,125$337.6K0.2%00.0%UnchangedHolders
Q2 20239,125$433.8K0.2%−1,000−9.9%ReducedHolders
Q1 202310,125$353.6K0.2%+850+9.2%AddedHolders
Q4 20229,275$304.8K0.2%+250+2.8%AddedHolders
Q3 20229,025$253.0K0.2%00.0%UnchangedHolders
Q2 20229,025$261.0K0.2%−100−1.1%ReducedHolders
Q1 20229,125$361.0K0.2%+25+0.3%AddedHolders
Q4 20219,100$356.0K0.1%–No prior filingHolders