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Consilium Wealth Advisory, LLC: AOR position timeline

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

Consilium Wealth Advisory, LLC held 458,638 AOR 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 458,638 shares
    Change vs previous 13F +36,730 shares

    9.46% of the 13F portfolio, value $31,875,360.

    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 421,908 shares
    Change vs previous 13F +102,640 shares

    9.26% of the 13F portfolio, value $27,149,768.

    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 319,268 shares
    Change vs previous 13F +8,010 shares

    7.66% of the 13F portfolio, value $20,755,600.

    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 311,258 shares
    Change vs previous 13F +11,641 shares

    7.73% of the 13F portfolio, value $20,038,803.

    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 299,617 shares
    Change vs previous 13F +4,914 shares

    7.78% of the 13F portfolio, value $18,447,429.

    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 294,703 shares
    Change vs previous 13F -11,923 shares

    8.5% of the 13F portfolio, value $16,966,039.

    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 306,626 shares
    Change vs previous 13F +12,440 shares

    8.38% of the 13F portfolio, value $17,575,828.

    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 294,186 shares
    Change vs previous 13F not available

    9.51% of the 13F portfolio, value $17,427,576.

    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).