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Delos Wealth Advisors, LLC: USMV position timeline

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

Delos Wealth Advisors, LLC held 40,661 USMV 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 40,661 shares
    Change vs previous 13F +2,300 shares

    2.02% of the 13F portfolio, value $3,922,161.

    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 38,361 shares
    Change vs previous 13F +4,256 shares

    2.04% of the 13F portfolio, value $3,557,600.

    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 34,105 shares
    Change vs previous 13F +1,494 shares

    2.12% of the 13F portfolio, value $3,211,327.

    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 32,611 shares
    Change vs previous 13F +3,717 shares

    2.09% of the 13F portfolio, value $3,102,611.

    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 28,894 shares
    Change vs previous 13F -2,409 shares

    2.12% of the 13F portfolio, value $2,712,280.

    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 31,303 shares
    Change vs previous 13F +59 shares

    2.32% of the 13F portfolio, value $2,931,839.

    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 31,244 shares
    Change vs previous 13F +3,551 shares

    2.21% of the 13F portfolio, value $2,774,155.

    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 27,693 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $2,528,648.

    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).