Consilio Wealth Advisors, LLC

SEC CIK: 0001908944
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

C holding history

Citigroup Inc in every 13F filed by Consilio Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overview All 13F holders of C Full Q2 2026 holdings

Shares (Q2 2026): 1,917
Value: $268.3K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of C by Consilio Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,917	$268.3K	0.1%	+21+1.1%	Added	Holders
Q1 2026	1,896	$215.0K	0.1%	+5+0.3%	Added	Holders
Q4 2025	1,891	$220.7K	0.1%	+1,891	New	Holders