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CONSULTIVA WEALTH MANAGEMENT, CORP.: VOO position timeline

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

CONSULTIVA WEALTH MANAGEMENT, CORP. held 7,619 VOO 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 7,619 shares
    Change vs previous 13F +1,781 shares

    11.79% of the 13F portfolio, value $5,232,805.

    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 5,838 shares
    Change vs previous 13F 0 shares

    10.12% of the 13F portfolio, value $3,488,497.

    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 5,838 shares
    Change vs previous 13F -290 shares

    10.28% of the 13F portfolio, value $3,661,184.

    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 6,128 shares
    Change vs previous 13F -44 shares

    10.53% of the 13F portfolio, value $3,752,665.

    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 6,172 shares
    Change vs previous 13F -120 shares

    10.82% of the 13F portfolio, value $3,505,881.

    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 6,292 shares
    Change vs previous 13F +195 shares

    11.12% of the 13F portfolio, value $3,233,520.

    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 6,097 shares
    Change vs previous 13F -108 shares

    16.48% of the 13F portfolio, value $3,285,124.

    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).

  8. period ended2024-09-30
    13F 6,205 shares
    Change vs previous 13F not available

    26.05% of the 13F portfolio, value $3,274,192.

    13F-HR 0001845849-24-000005 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).