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Consilium Wealth Advisory, LLC: AOK position timeline

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

Consilium Wealth Advisory, LLC held 31,827 AOK 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 31,827 shares
    Change vs previous 13F -4,623 shares

    0.39% of the 13F portfolio, value $1,320,173.

    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 36,450 shares
    Change vs previous 13F +155 shares

    0.5% of the 13F portfolio, value $1,453,995.

    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 36,295 shares
    Change vs previous 13F -800 shares

    0.54% of the 13F portfolio, value $1,456,526.

    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 37,095 shares
    Change vs previous 13F +314 shares

    0.57% of the 13F portfolio, value $1,489,736.

    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 36,781 shares
    Change vs previous 13F -11,767 shares

    0.61% of the 13F portfolio, value $1,437,033.

    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 48,548 shares
    Change vs previous 13F +12,167 shares

    0.92% of the 13F portfolio, value $1,826,853.

    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 36,381 shares
    Change vs previous 13F +529 shares

    0.65% of the 13F portfolio, value $1,357,015.

    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 35,852 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,386,050.

    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).