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Delos Wealth Advisors, LLC: KBWB position timeline

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

Delos Wealth Advisors, LLC held 41,242 KBWB 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 41,242 shares
    Change vs previous 13F +2,098 shares

    1.97% of the 13F portfolio, value $3,834,682.

    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 39,144 shares
    Change vs previous 13F +2,729 shares

    1.77% of the 13F portfolio, value $3,097,074.

    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 36,415 shares
    Change vs previous 13F +896 shares

    2.03% of the 13F portfolio, value $3,069,421.

    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 35,519 shares
    Change vs previous 13F +4,228 shares

    1.87% of the 13F portfolio, value $2,777,941.

    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 31,291 shares
    Change vs previous 13F -2,732 shares

    1.75% of the 13F portfolio, value $2,241,062.

    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 34,023 shares
    Change vs previous 13F +181 shares

    1.69% of the 13F portfolio, value $2,135,624.

    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 33,842 shares
    Change vs previous 13F +3,475 shares

    1.76% of the 13F portfolio, value $2,211,575.

    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 30,367 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,779,810.

    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).