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CONSOLIDATED CAPITAL MANAGEMENT, LLC: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONSOLIDATED CAPITAL MANAGEMENT, LLC on OEF, newest first. How the timeline and the estimate are built.

CONSOLIDATED CAPITAL MANAGEMENT, LLC held 848 OEF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 848 shares
    Change vs previous 13F -9 shares

    0.09% of the 13F portfolio, value $324,004.

    13F-HR 0001085146-26-000883 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 857 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $313,551.

    13F-HR 0001666613-26-000006 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 892 shares
    Change vs previous 13F -18,290 shares

    0.09% of the 13F portfolio, value $283,719.

    13F-HR 0001666613-26-000003 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,182 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $6,578,851.

    13F-HR 0001666613-26-000002 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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