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Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

BA holding history

Boeing Co in every 13F filed by Consilium Wealth Advisory, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
3,358
Value
$726.9K
% of portfolio
0.2%
Quarters held
16
Since Q4 2021
Holdings of BA by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,358$726.9K0.2%−28−0.8%ReducedHolders
Q1 20263,386$673.9K0.2%+304+9.9%AddedHolders
Q4 20253,082$669.2K0.2%+149+5.1%AddedHolders
Q3 20252,933$633.0K0.2%−300−9.3%ReducedHolders
Q2 20253,233$677.4K0.3%−177−5.2%ReducedHolders
Q1 20253,410$581.6K0.3%+3,410NewHolders
Q2 20240$00.0%−7,635−100.0%Sold outHolders
Q1 20247,635$1.47M0.8%−231−2.9%ReducedHolders
Q4 20237,866$2.05M1.2%+624+8.6%AddedHolders
Q3 20237,242$1.39M1.0%+1,753+31.9%AddedHolders
Q2 20235,489$1.16M0.8%−10−0.2%ReducedHolders
Q1 20235,499$1.17M1.0%−601−9.9%ReducedHolders
Q4 20226,100$1.16M1.0%−3,043−33.3%ReducedHolders
Q3 20229,143$1.11M1.2%+1,345+17.2%AddedHolders
Q2 20227,798$1.07M1.1%−1,158−12.9%ReducedHolders
Q1 20228,956$1.72M1.2%+1,405+18.6%AddedHolders
Q4 20217,551$1.52M1.0%–No prior filingHolders