Skip to content
Disclosery

Consilium Wealth Advisory, LLC: META position timeline

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

Consilium Wealth Advisory, LLC held 6,250 META 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 6,250 shares
    Change vs previous 13F -1,468 shares

    1.04% of the 13F portfolio, value $3,520,799.

    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 7,718 shares
    Change vs previous 13F +664 shares

    1.51% of the 13F portfolio, value $4,415,967.

    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 7,054 shares
    Change vs previous 13F +424 shares

    1.72% of the 13F portfolio, value $4,656,458.

    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 6,630 shares
    Change vs previous 13F -265 shares

    1.88% of the 13F portfolio, value $4,868,758.

    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 6,895 shares
    Change vs previous 13F +705 shares

    2.15% of the 13F portfolio, value $5,089,394.

    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 6,190 shares
    Change vs previous 13F +6 shares

    1.79% of the 13F portfolio, value $3,567,468.

    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 6,184 shares
    Change vs previous 13F +563 shares

    1.73% of the 13F portfolio, value $3,620,657.

    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 5,621 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $3,217,401.

    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).