SEC 13F Intelligence

Lmg Wealth Partners, LLC / DAL

Lmg Wealth Partners, LLC’s Delta Air Lines Inc Position

Does Lmg Wealth Partners, LLC own Delta Air Lines Inc (DAL)? Not currently — the last reported position was 78.3K shares worth $5M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2024
Shares
78.3K
% of Portfolio
+1.03%
Quarters Held
9
position exited

Position History DAL

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $4MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $5MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202478.3K$5M+1.03%
Q3 202478.3K$4M+0.91%
Q2 202478.3K$4M+0.93%
Q1 202478.1K$4M+0.94%
Q4 202378.0K$3M+0.87%
Q3 202374.9K$3M+0.84%
Q2 202373.9K$4M+1.08%
Q1 202365.3K$2M+0.74%
Q4 202264.2K$2M+0.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lmg Wealth Partners, LLC’s full portfolio or all institutional holders of DAL.