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Consilium Wealth Advisory, LLC: BA position timeline

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

Consilium Wealth Advisory, LLC held 3,358 BA 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 3,358 shares
    Change vs previous 13F -28 shares

    0.22% of the 13F portfolio, value $726,906.

    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 3,386 shares
    Change vs previous 13F +304 shares

    0.23% of the 13F portfolio, value $673,916.

    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 3,082 shares
    Change vs previous 13F +149 shares

    0.25% of the 13F portfolio, value $669,164.

    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 2,933 shares
    Change vs previous 13F -300 shares

    0.24% of the 13F portfolio, value $633,029.

    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 3,233 shares
    Change vs previous 13F -177 shares

    0.29% of the 13F portfolio, value $677,410.

    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 3,410 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $581,576.

    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).