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CONSILIO WEALTH ADVISORS, LLC: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONSILIO WEALTH ADVISORS, LLC on ACWX, newest first. How the timeline and the estimate are built.

CONSILIO WEALTH ADVISORS, LLC held 22,149 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,149 shares
    Change vs previous 13F +243 shares

    0.4% of the 13F portfolio, value $1,685,725.

    13F-HR 0001986152-26-000120 filed by CONSILIO 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 21,906 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,499,926.

    13F-HR 0001986152-26-000060 filed by CONSILIO 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 21,906 shares
    Change vs previous 13F +342 shares

    0.43% of the 13F portfolio, value $1,470,571.

    13F-HR 0001986152-26-000048 filed by CONSILIO 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 21,564 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,401,884.

    13F-HR 0001986152-25-000109 filed by CONSILIO 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 21,564 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,311,530.

    13F-HR 0001951757-25-000982 filed by CONSILIO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).