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CONSILIO WEALTH ADVISORS, LLC: IJR position timeline

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

CONSILIO WEALTH ADVISORS, LLC held 0 IJR shares at 2025-06-30 per its 13F-HR filed 2025-07-29.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,996 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 2,996 shares
    Change vs previous 13F -86,055 shares

    0.13% of the 13F portfolio, value $313,880.

    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).

  3. period ended2024-12-31
    13F 89,051 shares
    Change vs previous 13F -645 shares

    4.2% of the 13F portfolio, value $10,260,533.

    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).

  4. period ended2024-09-30
    13F 89,696 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $10,490,783.

    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).