Current Market Value 520,320,781
Current Holdings 239
Most Recent File Date 2025-08-01
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Delta Investment Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-01 2025-06-30 13F-HR 239 520,321
2025-05-14 2025-03-31 13F-HR 238 495,393
2025-02-18 2024-12-31 13F-HR 254 513,546
2024-11-15 2024-09-30 13F-HR 243 490,628
2024-08-14 2024-06-30 13F-HR 214 453,157
2024-05-09 2024-03-31 13F-HR 216 440,281
2024-02-02 2023-12-31 13F-HR 200 403,317
2023-11-14 2023-09-30 13F-HR 182 360,822
2023-08-04 2023-06-30 13F-HR 187 364,962
2023-05-08 2023-03-31 13F-HR 185 349,494
2023-01-20 2022-12-31 13F-HR 178 308,656
2022-10-21 2022-09-30 13F-HR 167 231,242
2022-07-20 2022-06-30 13F-HR 139 219,201
2022-05-11 2022-03-31 13F-HR 140 337,008
2022-02-07 2021-12-31 13F-HR 170 347,598
2021-11-12 2021-09-30 13F-HR 170 318,156
2021-08-06 2021-06-30 13F-HR 169 336,515
2021-05-14 2021-03-31 13F-HR 161 314,278
2021-02-04 2020-12-31 13F-HR 184 311,417
2020-11-12 2020-09-30 13F-HR 136 184,614
2020-08-05 2020-06-30 13F-HR 148 239,598
2020-05-14 2020-03-31 13F-HR 105 130,718
2020-02-12 2019-12-31 13F-HR 138 274,751
2019-11-04 2019-09-30 13F-HR 142 191,448
2019-08-08 2019-06-30 13F-HR 117 174,868
2019-05-07 2019-03-31 13F-HR 54 114,328
2019-01-18 2018-12-31 13F-HR 35 105,801