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Consilium Wealth Advisory, LLC: BIV position timeline

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

Consilium Wealth Advisory, LLC held 104,958 BIV 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 104,958 shares
    Change vs previous 13F +2,085 shares

    2.39% of the 13F portfolio, value $8,050,279.

    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 102,873 shares
    Change vs previous 13F +2,578 shares

    2.71% of the 13F portfolio, value $7,939,738.

    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 100,295 shares
    Change vs previous 13F +5,007 shares

    2.88% of the 13F portfolio, value $7,810,975.

    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 95,288 shares
    Change vs previous 13F +5,294 shares

    2.87% of the 13F portfolio, value $7,441,040.

    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 89,994 shares
    Change vs previous 13F +1,000 shares

    2.94% of the 13F portfolio, value $6,960,136.

    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 88,994 shares
    Change vs previous 13F +3,701 shares

    3.42% of the 13F portfolio, value $6,814,271.

    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 85,293 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $6,373,946.

    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).