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Delos Wealth Advisors, LLC: TAXX position timeline

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

Delos Wealth Advisors, LLC held 158,765 TAXX 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 158,765 shares
    Change vs previous 13F +25,366 shares

    4.14% of the 13F portfolio, value $8,055,737.

    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 133,399 shares
    Change vs previous 13F +13,161 shares

    3.86% of the 13F portfolio, value $6,743,987.

    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 120,238 shares
    Change vs previous 13F +4,906 shares

    4.03% of the 13F portfolio, value $6,098,472.

    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 115,332 shares
    Change vs previous 13F +8,640 shares

    3.97% of the 13F portfolio, value $5,879,626.

    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 106,692 shares
    Change vs previous 13F -32,402 shares

    4.25% of the 13F portfolio, value $5,446,627.

    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 139,094 shares
    Change vs previous 13F +18,913 shares

    5.57% of the 13F portfolio, value $7,033,984.

    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 120,181 shares
    Change vs previous 13F +117,605 shares

    4.82% of the 13F portfolio, value $6,053,301.

    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 2,576 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $130,836.

    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).