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Consilium Wealth Advisory, LLC: AOM position timeline

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

Consilium Wealth Advisory, LLC held 71,955 AOM 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 71,955 shares
    Change vs previous 13F -4,672 shares

    1.07% of the 13F portfolio, value $3,589,840.

    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 76,627 shares
    Change vs previous 13F -15,580 shares

    1.24% of the 13F portfolio, value $3,629,815.

    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 92,207 shares
    Change vs previous 13F -1,456 shares

    1.62% of the 13F portfolio, value $4,401,034.

    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 93,663 shares
    Change vs previous 13F +697 shares

    1.72% of the 13F portfolio, value $4,456,475.

    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 92,966 shares
    Change vs previous 13F +8,751 shares

    1.81% of the 13F portfolio, value $4,280,134.

    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 84,215 shares
    Change vs previous 13F -13,889 shares

    1.85% of the 13F portfolio, value $3,695,352.

    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 98,104 shares
    Change vs previous 13F +1,421 shares

    2.03% of the 13F portfolio, value $4,261,634.

    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 96,683 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $4,361,382.

    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).