DELAP WEALTH ADVISORY, LLC
Q1 2023 13F Detailed Holdings
Location
Lake Oswego, OR
Holdings as of
3/31/2023
Value ($000)
$112,026
Num holdings
81
Date filed
5/15/2023
Form type
13F-HR
Prev filing
2/13/2023
Next filing
8/8/2023
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
Compare Q1 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3 - RESTATEMENT
2023 Q2
2023 Q1 - RESTATEMENT
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
BUCKINGHAM STRATEGIC PARTNERS, LLC
28-21711