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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001725547-24-003927
Filing Date
2024-08-13
Accepted
2024-08-13 15:15:08
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-13

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 54890
  Complete submission text file 0001725547-24-003927.txt   58782
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.: 241200873