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Delos Wealth Advisors, LLC: KBA position timeline

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

Delos Wealth Advisors, LLC held 12,018 KBA 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 12,018 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $413,540.

    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 12,018 shares
    Change vs previous 13F -2,827 shares

    0.21% of the 13F portfolio, value $363,665.

    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 14,845 shares
    Change vs previous 13F -779 shares

    0.3% of the 13F portfolio, value $458,711.

    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 15,624 shares
    Change vs previous 13F -1,486 shares

    0.32% of the 13F portfolio, value $469,814.

    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 17,110 shares
    Change vs previous 13F -3,178 shares

    0.32% of the 13F portfolio, value $415,431.

    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 20,288 shares
    Change vs previous 13F -75 shares

    0.38% of the 13F portfolio, value $479,203.

    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 20,363 shares
    Change vs previous 13F -5,944 shares

    0.38% of the 13F portfolio, value $477,513.

    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 26,307 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $682,141.

    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).