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Consilium Wealth Advisory, LLC: IEUR position timeline

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

Consilium Wealth Advisory, LLC held 118,876 IEUR 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 118,876 shares
    Change vs previous 13F +5,386 shares

    2.65% of the 13F portfolio, value $8,935,924.

    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 113,490 shares
    Change vs previous 13F +2,787 shares

    2.72% of the 13F portfolio, value $7,974,910.

    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 110,703 shares
    Change vs previous 13F +1,974 shares

    2.9% of the 13F portfolio, value $7,857,725.

    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 108,729 shares
    Change vs previous 13F +3,157 shares

    2.86% of the 13F portfolio, value $7,406,588.

    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 105,572 shares
    Change vs previous 13F +4,294 shares

    2.95% of the 13F portfolio, value $6,988,835.

    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 101,278 shares
    Change vs previous 13F -4,620 shares

    3.05% of the 13F portfolio, value $6,091,884.

    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 105,898 shares
    Change vs previous 13F +1,049 shares

    2.73% of the 13F portfolio, value $5,716,396.

    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 104,849 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $6,388,473.

    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).