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Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

SLB holding history

SLB Limited 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.

SLB overviewAll 13F holders of SLBFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2021
Holdings of SLB by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−28,348−100.0%Sold outHolders
Q1 202528,348$1.18M0.6%+2,216+8.5%AddedHolders
Q4 202426,132$1.00M0.5%+9,830+60.3%AddedHolders
Q3 202416,302$683.9K0.4%+1,017+6.7%AddedHolders
Q2 202415,285$721.1K0.4%−1,952−11.3%ReducedHolders
Q1 202417,237$944.8K0.5%−1,569−8.3%ReducedHolders
Q4 202318,806$978.7K0.6%−6,167−24.7%ReducedHolders
Q3 202324,973$1.46M1.0%+1,801+7.8%AddedHolders
Q2 202323,172$1.14M0.8%+6,789+41.4%AddedHolders
Q1 202316,383$804.4K0.7%−2,366−12.6%ReducedHolders
Q4 202218,749$1.00M0.9%−194−1.0%ReducedHolders
Q3 202218,943$680.0K0.8%−4,490−19.2%ReducedHolders
Q2 202223,433$838.0K0.9%+179+0.8%AddedHolders
Q1 202223,254$961.0K0.7%−12,048−34.1%ReducedHolders
Q4 202135,302$1.06M0.7%–No prior filingHolders