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CONSILIO WEALTH ADVISORS, LLC: NTAP position timeline

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

CONSILIO WEALTH ADVISORS, LLC held 3,748 NTAP 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 3,748 shares
    Change vs previous 13F -422 shares

    0.14% of the 13F portfolio, value $580,040.

    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 4,170 shares
    Change vs previous 13F -1,795 shares

    0.12% of the 13F portfolio, value $426,966.

    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 5,965 shares
    Change vs previous 13F +1,831 shares

    0.19% of the 13F portfolio, value $638,792.

    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 4,134 shares
    Change vs previous 13F -4,461 shares

    0.16% of the 13F portfolio, value $489,714.

    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 8,595 shares
    Change vs previous 13F -530 shares

    0.32% of the 13F portfolio, value $908,674.

    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 9,125 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $801,540.

    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).