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CONSILIO WEALTH ADVISORS, LLC: HMOP position timeline

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

CONSILIO WEALTH ADVISORS, LLC held 120,221 HMOP 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 120,221 shares
    Change vs previous 13F +2,658 shares

    1.13% of the 13F portfolio, value $4,706,059.

    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 117,563 shares
    Change vs previous 13F -2,541 shares

    1.33% of the 13F portfolio, value $4,554,388.

    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 120,104 shares
    Change vs previous 13F +3,166 shares

    1.37% of the 13F portfolio, value $4,697,259.

    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 116,938 shares
    Change vs previous 13F +1,589 shares

    1.5% of the 13F portfolio, value $4,557,078.

    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 115,349 shares
    Change vs previous 13F -7,837 shares

    1.57% of the 13F portfolio, value $4,412,112.

    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).

  6. period ended2025-03-31
    13F 123,186 shares
    Change vs previous 13F +10,821 shares

    1.98% of the 13F portfolio, value $4,736,469.

    13F-HR 0001951757-25-000295 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).

  7. period ended2024-12-31
    13F 112,365 shares
    Change vs previous 13F +6,331 shares

    1.78% of the 13F portfolio, value $4,344,038.

    13F-HR 0001951757-25-000004 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).

  8. period ended2024-09-30
    13F 106,034 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $4,177,724.

    13F-HR 0001951757-24-000969 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).