Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001725547-25-003570
Filing Date
2025-07-28
Accepted
2025-07-28 12:41:03
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-28

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2656
2 Form13fInfoTable.html INFORMATION TABLE  
2 Form13fInfoTable.xml INFORMATION TABLE 36396
  Complete submission text file 0001725547-25-003570.txt   40283
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)

EIN.: 811519589 | State of Incorp.: OR | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22928 | Film No.: 251154546