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CONSILIO WEALTH ADVISORS, LLC: IWB position timeline

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

CONSILIO WEALTH ADVISORS, LLC held 13,965 IWB 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 13,965 shares
    Change vs previous 13F 0 shares

    1.37% of the 13F portfolio, value $5,718,844.

    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 13,965 shares
    Change vs previous 13F -312 shares

    1.45% of the 13F portfolio, value $4,979,514.

    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 14,277 shares
    Change vs previous 13F -81 shares

    1.56% of the 13F portfolio, value $5,331,449.

    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 14,358 shares
    Change vs previous 13F 0 shares

    1.72% of the 13F portfolio, value $5,247,412.

    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 14,358 shares
    Change vs previous 13F -113 shares

    1.73% of the 13F portfolio, value $4,845,256.

    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 14,471 shares
    Change vs previous 13F -83 shares

    1.85% of the 13F portfolio, value $4,438,887.

    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 14,554 shares
    Change vs previous 13F -248 shares

    1.92% of the 13F portfolio, value $4,688,558.

    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 14,802 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $4,653,665.

    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).