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CONSILIO WEALTH ADVISORS, LLC: STIP position timeline

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

CONSILIO WEALTH ADVISORS, LLC held 74,752 STIP 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 74,752 shares
    Change vs previous 13F -37,077 shares

    1.83% of the 13F portfolio, value $7,636,675.

    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 111,829 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $11,566,473.

    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).