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CONSILIO WEALTH ADVISORS, LLC: CGDV position timeline

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

CONSILIO WEALTH ADVISORS, LLC held 239,256 CGDV 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 239,256 shares
    Change vs previous 13F +1,275 shares

    2.83% of the 13F portfolio, value $11,790,543.

    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 237,981 shares
    Change vs previous 13F +231,136 shares

    2.96% of the 13F portfolio, value $10,123,702.

    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 6,845 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $298,706.

    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).