Skip to content
Disclosery

Consilium Wealth Advisory, LLC: IFRA position timeline

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

Consilium Wealth Advisory, LLC held 93,051 IFRA 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 93,051 shares
    Change vs previous 13F +9,391 shares

    1.74% of the 13F portfolio, value $5,865,918.

    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 83,660 shares
    Change vs previous 13F +7,362 shares

    1.63% of the 13F portfolio, value $4,785,356.

    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 76,298 shares
    Change vs previous 13F +1,777 shares

    1.48% of the 13F portfolio, value $4,014,780.

    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 74,521 shares
    Change vs previous 13F +9,068 shares

    1.52% of the 13F portfolio, value $3,936,198.

    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 65,453 shares
    Change vs previous 13F -12,505 shares

    1.36% of the 13F portfolio, value $3,219,625.

    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 77,958 shares
    Change vs previous 13F -459 shares

    1.76% of the 13F portfolio, value $3,513,569.

    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 78,417 shares
    Change vs previous 13F -1,466 shares

    1.73% of the 13F portfolio, value $3,629,916.

    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 79,883 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $3,752,105.

    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).