Delap Wealth Advisory - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Delap Wealth Advisory going back to Feb. 13, 2023
- Aerodigm Wealth 2026 Q2 - filed Aug. 4, 2026 - new!
- Aerodigm Wealth 2025 Q4 restated - filed April 21, 2026
- Aerodigm Wealth 2026 Q1 - filed April 21, 2026
- Aerodigm Wealth 2025 Q4 - filed Feb. 6, 2026
- Delap Wealth Advisory 2025 Q3 - filed Nov. 6, 2025
- Delap Wealth Advisory 2025 Q2 - filed July 28, 2025
- Delap Wealth Advisory 2025 Q1 - filed May 8, 2025
- Delap Wealth Advisory 2024 Q4 - filed Feb. 4, 2025
- Delap Wealth Advisory 2024 Q3 - filed Nov. 12, 2024
- Delap Wealth Advisory 2024 Q2 - filed Aug. 13, 2024
- Delap Wealth Advisory 2024 Q1 - filed May 14, 2024
- Delap Wealth Advisory 2023 Q4 - filed Feb. 15, 2024
- Delap Wealth Advisory 2023 Q3 restated - filed Dec. 11, 2023
- Delap Wealth Advisory 2023 Q3 - filed Nov. 13, 2023
- Delap Wealth Advisory 2023 Q2 - filed Aug. 8, 2023
- Delap Wealth Advisory 2023 Q1 restated - filed Aug. 8, 2023
- Delap Wealth Advisory 2023 Q1 - filed May 15, 2023
- Delap Wealth Advisory 2022 Q4 - filed Feb. 13, 2023