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Consilium Wealth Advisory, LLC: AOA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Consilium Wealth Advisory, LLC on AOA, newest first. How the timeline and the estimate are built.

Consilium Wealth Advisory, LLC held 81,761 AOA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,761 shares
    Change vs previous 13F +11,421 shares

    2.37% of the 13F portfolio, value $7,979,848.

    13F-HR 0002085853-26-000977 filed by Consilium Wealth Advisory, 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 70,340 shares
    Change vs previous 13F +2,760 shares

    2.12% of the 13F portfolio, value $6,224,411.

    13F-HR 0002085853-26-000417 filed by Consilium Wealth Advisory, 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 67,580 shares
    Change vs previous 13F +2,258 shares

    2.23% of the 13F portfolio, value $6,052,489.

    13F-HR 0002085853-26-000085 filed by Consilium Wealth Advisory, 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 65,322 shares
    Change vs previous 13F +665 shares

    2.22% of the 13F portfolio, value $5,757,456.

    13F-HR 0002085853-25-000119 filed by Consilium Wealth Advisory, 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 64,657 shares
    Change vs previous 13F +1,276 shares

    2.27% of the 13F portfolio, value $5,392,372.

    13F-HR 0001667731-25-000895 filed by Consilium Wealth Advisory, 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 63,381 shares
    Change vs previous 13F +4,387 shares

    2.43% of the 13F portfolio, value $4,848,644.

    13F-HR 0001667731-25-000452 filed by Consilium Wealth Advisory, 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 58,994 shares
    Change vs previous 13F -17 shares

    2.16% of the 13F portfolio, value $4,519,503.

    13F-HR 0001667731-25-000207 filed by Consilium Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 59,011 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $4,656,532.

    13F-HR 0001904906-24-000004 filed by Consilium Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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