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Disclosery

CONSULTIVA WEALTH MANAGEMENT, CORP.: UI position timeline

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

CONSULTIVA WEALTH MANAGEMENT, CORP. held 172 UI 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 172 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $91,853.

    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 172 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $135,930.

    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 172 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $95,176.

    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 172 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $113,620.

    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 172 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $70,804.

    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 172 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $53,343.

    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).

  7. period ended2024-12-31
    13F 172 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $57,091.

    13F-HR 0001845849-25-000002 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).