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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001725547-23-000062
Filing Date
2023-02-13
Accepted
2023-02-13 15:27:00
Documents
2
Period of Report
2022-12-31
Effectiveness Date
2023-02-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2605
2 Form13fInfoTable.html INFORMATION TABLE  
2 Form13fInfoTable.xml INFORMATION TABLE 30649
  Complete submission text file 0001725547-23-000062.txt   34458
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.: 23617635