SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001725547-24-002147
Filing Date
2024-05-14
Accepted
2024-05-14 14:36:48
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2654
2 Form13fInfoTable.html INFORMATION TABLE  
2 Form13fInfoTable.xml INFORMATION TABLE 118932
  Complete submission text file 0001725547-24-002147.txt   122823
Mailing Address 5885 MEADOWS ROAD SUITE 200 LAKE OSWEGO OR 97035
Business Address 5885 MEADOWS ROAD SUITE 200 LAKE OSWEGO OR 97035 503-697-4118
Delap Wealth Advisory, LLC (Filer) CIK: 0001927705 (see all company filings)

IRS No.: 811519589 | State of Incorp.: OR | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22928 | Film No.: 24943498