Consilium Wealth Advisory, LLC: V position timeline

Consilium Wealth Advisory, LLC held 3,309 V 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 3,309 shares

   Change vs previous 13F +2 shares

   0.34% of the 13F portfolio, value $1,135,115.

   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 3,307 shares

   Change vs previous 13F +704 shares

   0.34% of the 13F portfolio, value $999,611.

   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 2,603 shares

   Change vs previous 13F +97 shares

   0.34% of the 13F portfolio, value $912,960.

   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 2,506 shares

   Change vs previous 13F +79 shares

   0.33% of the 13F portfolio, value $855,505.

   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 2,427 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $861,706.

   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).