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Disclosery

CONSULTIVA WEALTH MANAGEMENT, CORP.: ITA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONSULTIVA WEALTH MANAGEMENT, CORP. on ITA, newest first. How the timeline and the estimate are built.

CONSULTIVA WEALTH MANAGEMENT, CORP. held 425 ITA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 425 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $103,029.

    13F-HR 0001845849-26-000003 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 425 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $92,969.

    13F-HR 0001845849-26-000002 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 425 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $91,243.

    13F-HR 0001845849-26-000001 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 425 shares
    Change vs previous 13F +25 shares

    0.25% of the 13F portfolio, value $88,936.

    13F-HR 0001845849-25-000005 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 400 shares
    Change vs previous 13F -100 shares

    0.23% of the 13F portfolio, value $75,456.

    13F-HR 0001845849-25-000003 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 500 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $76,550.

    13F-HR 0001845849-25-000001 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    Filed (acceptance time not in the bulk data set), ingested

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