Skip to content
Disclosery

Consilium Wealth Advisory, LLC: WMT position timeline

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

Consilium Wealth Advisory, LLC held 26,142 WMT 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 26,142 shares
    Change vs previous 13F +313 shares

    0.88% of the 13F portfolio, value $2,960,817.

    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 25,829 shares
    Change vs previous 13F +3,492 shares

    1.09% of the 13F portfolio, value $3,209,983.

    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 22,337 shares
    Change vs previous 13F +474 shares

    0.92% of the 13F portfolio, value $2,488,533.

    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 21,863 shares
    Change vs previous 13F -354 shares

    0.87% of the 13F portfolio, value $2,253,240.

    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 22,217 shares
    Change vs previous 13F -1,104 shares

    0.92% of the 13F portfolio, value $2,172,421.

    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 23,321 shares
    Change vs previous 13F +11 shares

    1.03% of the 13F portfolio, value $2,047,335.

    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 23,310 shares
    Change vs previous 13F +492 shares

    1% of the 13F portfolio, value $2,106,054.

    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 22,818 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,842,549.

    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).