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Delos Wealth Advisors, LLC: SPHD position timeline

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

Delos Wealth Advisors, LLC held 86,027 SPHD 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 86,027 shares
    Change vs previous 13F +4,234 shares

    2.25% of the 13F portfolio, value $4,373,613.

    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 81,793 shares
    Change vs previous 13F +7,158 shares

    2.32% of the 13F portfolio, value $4,057,751.

    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 74,635 shares
    Change vs previous 13F +2,210 shares

    2.37% of the 13F portfolio, value $3,582,480.

    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 72,425 shares
    Change vs previous 13F +7,017 shares

    2.42% of the 13F portfolio, value $3,581,417.

    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 65,408 shares
    Change vs previous 13F -5,074 shares

    2.43% of the 13F portfolio, value $3,110,805.

    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 70,482 shares
    Change vs previous 13F +291 shares

    2.8% of the 13F portfolio, value $3,540,311.

    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 70,191 shares
    Change vs previous 13F +5,532 shares

    2.7% of the 13F portfolio, value $3,390,928.

    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 64,659 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $3,269,806.

    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).