Consilio Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Consilio Wealth Advisors going back to Feb. 14, 2022
- Consilio Wealth Advisors 2026 Q1 - filed May 4, 2026 - new!
- Consilio Wealth Advisors 2025 Q4 - filed March 20, 2026
- Consilio Wealth Advisors 2025 Q3 - filed Nov. 13, 2025
- Consilio Wealth Advisors 2025 Q2 - filed July 29, 2025
- Consilio Wealth Advisors 2025 Q1 - filed April 11, 2025
- Consilio Wealth Advisors 2024 Q4 - filed Jan. 13, 2025
- Consilio Wealth Advisors 2024 Q3 - filed Oct. 7, 2024
- Consilio Wealth Advisors 2024 Q2 - filed July 12, 2024
- Consilio Wealth Advisors 2024 Q1 - filed April 18, 2024
- Consilio Wealth Advisors 2023 Q4 - filed Jan. 12, 2024
- Consilio Wealth Advisors 2023 Q3 - filed Oct. 12, 2023
- Consilio Wealth Advisors 2023 Q2 - filed July 13, 2023
- Consilio Wealth Advisors 2023 Q1 - filed April 6, 2023
- Consilio Wealth Advisors 2022 Q4 - filed Jan. 25, 2023
- Consilio Wealth Advisors 2022 Q3 - filed Oct. 20, 2022
- Consilio Wealth Advisors 2022 Q2 - filed July 27, 2022
- Consilio Wealth Advisors 2022 Q1 - filed May 16, 2022
- Consilio Wealth Advisors 2021 Q4 - filed Feb. 14, 2022