Delos Wealth Advisors, LLC quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Delos Wealth Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 2 unchanged. The largest increase in value was MCCORMICK & CO INC (+$25); the largest decrease was SPLASH BEVERAGE GROUP INC (-$3).
Two Form 13F-HR filings compared (SEC CIK 1878326): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sunbeam Capital Management, LLC | United States | $0.175B | 112 |
| LifeGoal Investments, LLC | United States | $0.175B | 112 |
| Basepoint Wealth LLC | United States | $0.175B | 643 |
| SCRATCH CAPITAL LLC | United States | $0.175B | 45 |
| Converium Capital Inc. | Canada | $0.175B | 36 |
| GS Investments, Inc. | United States | $0.175B | 134 |
| Aegis Wealth Management LLC | United States | $0.175B | 118 |
| CenturyLink Investment Management Co | United States | $0.175B | 3 |
| LOWERY THOMAS, LLC | United States | $0.175B | 55 |
| Riverbend Wealth Management, LLC | United States | $0.175B | 152 |