CONSILIO WEALTH ADVISORS, LLC: IWM position timeline

CONSILIO WEALTH ADVISORS, LLC held 8,962 IWM 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 8,962 shares

   Change vs previous 13F +14 shares

   0.65% of the 13F portfolio, value $2,692,600.

   13F-HR 0001986152-26-000120 filed by CONSILIO WEALTH ADVISORS, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 8,948 shares

   Change vs previous 13F +10 shares

   0.65% of the 13F portfolio, value $2,219,166.

   13F-HR 0001986152-26-000060 filed by CONSILIO WEALTH ADVISORS, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,938 shares

   Change vs previous 13F +19 shares

   0.64% of the 13F portfolio, value $2,200,147.

   13F-HR 0001986152-26-000048 filed by CONSILIO WEALTH ADVISORS, LLC
   Filed 2026-03-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,919 shares

   Change vs previous 13F -58 shares

   0.71% of the 13F portfolio, value $2,157,928.

   13F-HR 0001986152-25-000109 filed by CONSILIO WEALTH ADVISORS, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,977 shares

   Change vs previous 13F not available

   0.69% of the 13F portfolio, value $1,934,281.

   13F-HR 0001951757-25-000982 filed by CONSILIO WEALTH ADVISORS, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).