Skip to content
Disclosery

Consilium Wealth Advisory, LLC: AVGO position timeline

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

Consilium Wealth Advisory, LLC held 12,713 AVGO 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 12,713 shares
    Change vs previous 13F -1,543 shares

    1.43% of the 13F portfolio, value $4,802,224.

    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 14,256 shares
    Change vs previous 13F +1,906 shares

    1.51% of the 13F portfolio, value $4,412,502.

    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 12,350 shares
    Change vs previous 13F -40 shares

    1.58% of the 13F portfolio, value $4,274,191.

    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 12,390 shares
    Change vs previous 13F -539 shares

    1.58% of the 13F portfolio, value $4,087,730.

    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 12,929 shares
    Change vs previous 13F +497 shares

    1.5% of the 13F portfolio, value $3,563,990.

    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 12,432 shares
    Change vs previous 13F -4,800 shares

    1.04% of the 13F portfolio, value $2,081,545.

    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 17,232 shares
    Change vs previous 13F -63 shares

    1.91% of the 13F portfolio, value $3,995,068.

    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 17,295 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,983,375.

    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).