Consilium Wealth Advisory, LLC: IWM position timeline

Consilium Wealth Advisory, LLC held 2,084 IWM 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 2,084 shares

   Change vs previous 13F 0 shares

   0.19% of the 13F portfolio, value $626,138.

   13F-HR 0002085853-26-000977 filed by Consilium Wealth Advisory, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,084 shares

   Change vs previous 13F -20,282 shares

   0.18% of the 13F portfolio, value $516,832.

   13F-HR 0002085853-26-000417 filed by Consilium Wealth Advisory, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 22,366 shares

   Change vs previous 13F +4,294 shares

   2.03% of the 13F portfolio, value $5,505,615.

   13F-HR 0002085853-26-000085 filed by Consilium Wealth Advisory, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 18,072 shares

   Change vs previous 13F +1,619 shares

   1.69% of the 13F portfolio, value $4,372,701.

   13F-HR 0002085853-25-000119 filed by Consilium Wealth Advisory, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 16,453 shares

   Change vs previous 13F not available

   1.5% of the 13F portfolio, value $3,550,393.

   13F-HR 0001667731-25-000895 filed by Consilium Wealth Advisory, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).