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Consilium Wealth Advisory, LLC: DE position timeline

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

Consilium Wealth Advisory, LLC held 911 DE 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 911 shares
    Change vs previous 13F +37 shares

    0.17% of the 13F portfolio, value $577,875.

    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 874 shares
    Change vs previous 13F +284 shares

    0.17% of the 13F portfolio, value $492,324.

    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 590 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $274,686.

    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 590 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $269,783.

    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 590 shares
    Change vs previous 13F -8 shares

    0.13% of the 13F portfolio, value $300,009.

    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 598 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $280,671.

    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 590 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $249,983.

    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 590 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $246,225.

    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).