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CONSILIO WEALTH ADVISORS, LLC: WFC position timeline

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

CONSILIO WEALTH ADVISORS, LLC held 3,448 WFC 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 3,448 shares
    Change vs previous 13F +57 shares

    0.07% of the 13F portfolio, value $284,943.

    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 3,391 shares
    Change vs previous 13F -145 shares

    0.08% of the 13F portfolio, value $269,958.

    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 3,536 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $329,555.

    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 3,531 shares
    Change vs previous 13F +90 shares

    0.1% of the 13F portfolio, value $295,968.

    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 3,441 shares
    Change vs previous 13F +32 shares

    0.1% of the 13F portfolio, value $273,560.

    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 3,409 shares
    Change vs previous 13F +200 shares

    0.1% of the 13F portfolio, value $244,732.

    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 3,209 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $225,400.

    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).