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Livermore
Livermore
ZHEN

Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

CMA holding history

Comerica Inc 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.

CMA overviewAll 13F holders of CMAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q4 2021
Holdings of CMA by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,774−100.0%Sold outHolders
Q4 20254,774$415.0K0.2%00.0%UnchangedHolders
Q3 20254,774$327.1K0.1%00.0%UnchangedHolders
Q2 20254,774$284.8K0.1%00.0%UnchangedHolders
Q1 20254,774$282.0K0.1%00.0%UnchangedHolders
Q4 20244,774$295.3K0.1%00.0%UnchangedHolders
Q3 20244,774$286.0K0.2%00.0%UnchangedHolders
Q2 20244,774$243.7K0.1%00.0%UnchangedHolders
Q1 20244,774$262.5K0.1%00.0%UnchangedHolders
Q4 20234,774$266.4K0.2%−4,726−49.7%ReducedHolders
Q3 20239,500$394.7K0.3%−550−5.5%ReducedHolders
Q2 202310,050$425.7K0.3%00.0%UnchangedHolders
Q1 202310,050$436.4K0.4%+550+5.8%AddedHolders
Q4 20229,500$635.1K0.5%00.0%UnchangedHolders
Q3 20229,500$675.0K0.8%00.0%UnchangedHolders
Q2 20229,500$697.0K0.8%00.0%UnchangedHolders
Q1 20229,500$859.0K0.6%00.0%UnchangedHolders
Q4 20219,500$827.0K0.5%–No prior filingHolders