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Delos Wealth Advisors, LLC: FXU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Delos Wealth Advisors, LLC on FXU, newest first. How the timeline and the estimate are built.

Delos Wealth Advisors, LLC held 169,859 FXU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,859 shares
    Change vs previous 13F +6,418 shares

    4.31% of the 13F portfolio, value $8,380,844.

    13F-HR 0001878326-26-000003 filed by Delos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 163,441 shares
    Change vs previous 13F +7,930 shares

    4.64% of the 13F portfolio, value $8,105,040.

    13F-HR 0001878326-26-000002 filed by Delos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 155,511 shares
    Change vs previous 13F +2,716 shares

    4.62% of the 13F portfolio, value $6,999,551.

    13F-HR 0001878326-26-000001 filed by Delos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 152,795 shares
    Change vs previous 13F +13,103 shares

    4.69% of the 13F portfolio, value $6,944,533.

    13F-HR 0001878326-25-000009 filed by Delos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 139,692 shares
    Change vs previous 13F -7,151 shares

    4.62% of the 13F portfolio, value $5,920,147.

    13F-HR 0001878326-25-000007 filed by Delos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 146,843 shares
    Change vs previous 13F +640 shares

    4.77% of the 13F portfolio, value $6,022,032.

    13F-HR 0001878326-25-000003 filed by Delos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 146,203 shares
    Change vs previous 13F +8,901 shares

    4.41% of the 13F portfolio, value $5,530,378.

    13F-HR 0001878326-25-000001 filed by Delos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 137,302 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $5,283,381.

    13F-HR 0001878326-24-000006 filed by Delos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).