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Consilium Wealth Advisory, LLC: WFC position timeline

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

Consilium Wealth Advisory, LLC held 153,470 WFC 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 153,470 shares
    Change vs previous 13F -1,026 shares

    3.76% of the 13F portfolio, value $12,682,724.

    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 154,496 shares
    Change vs previous 13F -11,906 shares

    4.2% of the 13F portfolio, value $12,299,438.

    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 166,402 shares
    Change vs previous 13F -680 shares

    5.72% of the 13F portfolio, value $15,508,701.

    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 167,082 shares
    Change vs previous 13F -9,846 shares

    5.4% of the 13F portfolio, value $14,004,823.

    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 176,928 shares
    Change vs previous 13F +503 shares

    5.98% of the 13F portfolio, value $14,175,508.

    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 176,425 shares
    Change vs previous 13F +5,407 shares

    6.35% of the 13F portfolio, value $12,665,529.

    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 171,018 shares
    Change vs previous 13F +14,740 shares

    5.73% of the 13F portfolio, value $12,012,301.

    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 156,278 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $8,828,140.

    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).