CONSILIO WEALTH ADVISORS, LLC: VTEB position timeline

CONSILIO WEALTH ADVISORS, LLC held 110,476 VTEB 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 110,476 shares

   Change vs previous 13F +95,512 shares

   1.34% of the 13F portfolio, value $5,587,892.

   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 14,964 shares

   Change vs previous 13F +4,539 shares

   0.22% of the 13F portfolio, value $746,577.

   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 10,425 shares

   Change vs previous 13F +10,425 shares

   0.15% of the 13F portfolio, value $524,264.

   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 ended2025-06-30

   13F 0 shares

   Change vs previous 13F -21,493 shares

   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).

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

5. period ended2025-03-31

   13F 21,493 shares

   Change vs previous 13F not available

   0.45% of the 13F portfolio, value $1,066,483.

   13F-HR 0001951757-25-000295 filed by CONSILIO WEALTH ADVISORS, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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