Current Market Value 284,351,915
Current Holdings 112
Most Recent File Date 2025-08-07
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Delta Financial Advisors 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)
2025-08-07 2025-06-30 13F-HR 112 284,352
2025-05-13 2025-03-31 13F-HR 111 266,287
2025-02-04 2024-12-31 13F-HR 109 268,953
2024-11-04 2024-09-30 13F-HR 113 275,339
2024-08-06 2024-06-30 13F-HR 114 258,187
2024-05-07 2024-03-31 13F-HR 115 252,727
2024-01-31 2023-12-31 13F-HR 116 230,634
2023-11-03 2023-09-30 13F-HR 121 221,823
2023-08-03 2023-06-30 13F-HR 118 226,259
2023-05-04 2023-03-31 13F-HR 111 207,490
2023-02-01 2022-12-31 13F-HR 112 206,202
2022-10-27 2022-09-30 13F-HR 110 188,266
2022-08-01 2022-06-30 13F-HR 115 200,426
2022-05-06 2022-03-31 13F-HR 119 234,276
2022-02-04 2021-12-31 13F-HR 118 245,386
2021-10-26 2021-09-30 13F-HR 117 224,543
2021-08-04 2021-06-30 13F-HR 114 227,461
2021-04-29 2021-03-31 13F-HR 109 213,958
2021-01-28 2020-12-31 13F-HR 107 199,654
2020-10-20 2020-09-30 13F-HR 105 180,711
2020-08-04 2020-06-30 13F-HR 101 169,838
2020-04-27 2020-03-31 13F-HR 96 145,345
2020-02-06 2019-12-31 13F-HR 112 255,410
2019-10-30 2019-09-30 13F-HR 114 246,837
2019-10-11 2019-06-30 13F-HR 115 242,193