Entity Type
Company
Filer Snapshot
Delta Financial Group, Inc.
CIK 0001965718. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total Filings
10
Latest Filing
09 May 2025
Industry
n/a
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Best next click
Start with the summary below, then verify the strongest source-backed page for this filer.
- Open 13F if you want portfolio holdings.
- Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 09 May 2025 for CIK 0001965718.
- Business address
- 37 Stonehouse Road, Basking Ridge, NJ, 07920
- Top securities (13F)
- AAPL, MSFT, VUG, BRKB, VGT, VTV, VCIT, CGXU, JPST, CGDV, NVDA, XOM, LLY, JPM, GOOG, VHT, AMZN, VDE, JNJ, and PG
- State of incorporation
- NJ
- Fiscal year end
- 31 December
Filer intelligence
What SEC filings say about Delta Financial Group, Inc.
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $437.52M across 258 reported holdings for Q1 2025.
- Largest parsed 13F holding: AAPL at $101.5M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Latest update
What changed recently for Delta Financial Group, Inc.
Latest 13F period: Q1 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
09 May 2025
Page type
Filer profile
Latest period
Q1 2025
Institutional portfolio context was refreshed from a 13F filing filed on 09 May 2025.
Benchmark Context
Benchmark context for this company
Delta Financial Group, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
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Why this is notable
Latest 13F period: Q1 2025. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
Delta Financial Group, Inc. has filed 10 SEC EDGAR filings since 13 Feb 2023. Common forms include 13F-HR.
Latest Filings
Recent SEC filings for Delta Financial Group, Inc. with direct links to document and filing folders.
13F-HR
File 028-22935
13F-HR filing
- Filing date
- 09 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-22935
13F-HR filing
- Filing date
- 04 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-22935
13F-HR filing
- Filing date
- 03 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-22935
13F-HR filing
- Filing date
- 15 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-22935
13F-HR filing
- Filing date
- 30 Apr 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-22935
13F-HR filing
- Filing date
- 18 Jan 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-22935
13F-HR filing
- Filing date
- 31 Oct 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-22935
13F-HR filing
- Filing date
- 10 Jul 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-22935
13F-HR filing
- Filing date
- 25 Apr 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-22935
13F-HR filing
- Filing date
- 13 Feb 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
About this filer
Delta Financial Group, Inc. files with the SEC under CIK 0001965718. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.