Delap Wealth Advisory, LLC
SEC Filing List

CIK: 0001927705

Form Type:

Year

Form	Description	Owner/Filer	Filing Agent	Date	Actions
13F-HR	Initial Quarterly Form 13F Holdings Repo...		Ascendant Compliance Management, LLC /fa	04/21/2026	View ... Create Alert Filing info Download PDF Copy Link
13F-HR/A	Amendment to Initial Quarterly Form 13F ...		Ascendant Compliance Management, LLC /fa	04/21/2026	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		Ascendant Compliance Management, LLC /fa	02/06/2026	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		Ascendant Compliance Management, LLC /fa	11/06/2025	View ... Create Alert Filing info Download PDF Copy Link
N-PX	Annual Report of Proxy Voting Record of ...		Ascendant Compliance Management, LLC /fa	07/31/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		Ascendant Compliance Management, LLC /fa	07/28/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		Ascendant Compliance Management, LLC /fa	05/08/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		Ascendant Compliance Management, LLC /fa	02/04/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		Ascendant Compliance Management, LLC /fa	11/12/2024	View ... Create Alert Filing info Download PDF Copy Link
N-PX	Annual Report of Proxy Voting Record of ...		ascendant compliance management inc. /fa	08/14/2024	View ... Create Alert Filing info Download PDF Copy Link
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