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CONSILIO WEALTH ADVISORS, LLC: IJH position timeline

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

CONSILIO WEALTH ADVISORS, LLC held 83,429 IJH 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 83,429 shares
    Change vs previous 13F -2,811 shares

    1.54% of the 13F portfolio, value $6,433,208.

    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 86,240 shares
    Change vs previous 13F -160,233 shares

    1.7% of the 13F portfolio, value $5,823,761.

    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 246,473 shares
    Change vs previous 13F +15,445 shares

    4.76% of the 13F portfolio, value $16,267,204.

    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 231,028 shares
    Change vs previous 13F +12,662 shares

    4.95% of the 13F portfolio, value $15,076,897.

    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 218,366 shares
    Change vs previous 13F +1,483 shares

    4.83% of the 13F portfolio, value $13,543,032.

    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 216,883 shares
    Change vs previous 13F +7,388 shares

    5.29% of the 13F portfolio, value $12,654,861.

    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 209,495 shares
    Change vs previous 13F +3,127 shares

    5.34% of the 13F portfolio, value $13,053,636.

    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 206,368 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $12,860,847.

    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).