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Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
3,823
Value
$230.9K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of USB by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,823$230.9K0.1%+3,823NewHolders