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Consilium Wealth Advisory, LLC: BSV position timeline

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

Consilium Wealth Advisory, LLC held 68,912 BSV 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 68,912 shares
    Change vs previous 13F +1,538 shares

    1.59% of the 13F portfolio, value $5,368,934.

    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 67,374 shares
    Change vs previous 13F +1,389 shares

    1.8% of the 13F portfolio, value $5,282,795.

    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 65,985 shares
    Change vs previous 13F +3,184 shares

    1.92% of the 13F portfolio, value $5,200,278.

    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 62,801 shares
    Change vs previous 13F +4,195 shares

    1.91% of the 13F portfolio, value $4,955,627.

    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 58,606 shares
    Change vs previous 13F +901 shares

    1.95% of the 13F portfolio, value $4,612,292.

    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 57,705 shares
    Change vs previous 13F +1,927 shares

    2.26% of the 13F portfolio, value $4,517,147.

    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 55,778 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $4,309,966.

    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).