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Consilium Wealth Advisory, LLC: DFAI position timeline

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

Consilium Wealth Advisory, LLC held 894,894 DFAI 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 894,894 shares
    Change vs previous 13F +36,297 shares

    10.96% of the 13F portfolio, value $36,914,376.

    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 858,597 shares
    Change vs previous 13F +218,406 shares

    11.41% of the 13F portfolio, value $33,450,926.

    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 640,191 shares
    Change vs previous 13F +69,072 shares

    9% of the 13F portfolio, value $24,397,691.

    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 571,119 shares
    Change vs previous 13F +45,226 shares

    8.01% of the 13F portfolio, value $20,760,163.

    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 525,893 shares
    Change vs previous 13F +11,553 shares

    7.67% of the 13F portfolio, value $18,180,105.

    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 514,340 shares
    Change vs previous 13F +12,769 shares

    8.05% of the 13F portfolio, value $16,062,829.

    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 501,571 shares
    Change vs previous 13F +9,391 shares

    6.99% of the 13F portfolio, value $14,645,860.

    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 492,180 shares
    Change vs previous 13F not available

    8.54% of the 13F portfolio, value $15,641,468.

    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).