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Disclosery

Aletheian Wealth Advisors LLC: SAN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aletheian Wealth Advisors LLC on SAN, newest first. How the timeline and the estimate are built.

Aletheian Wealth Advisors LLC held 10,922 SAN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,922 shares
    Change vs previous 13F +459 shares

    0.06% of the 13F portfolio, value $151,051.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,463 shares
    Change vs previous 13F -33 shares

    0.06% of the 13F portfolio, value $144,389.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 10,496 shares
    Change vs previous 13F -146 shares

    0.05% of the 13F portfolio, value $109,998.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 10,642 shares
    Change vs previous 13F -1,392 shares

    0.04% of the 13F portfolio, value $88,329.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 12,034 shares
    Change vs previous 13F -784 shares

    0.05% of the 13F portfolio, value $80,628.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 12,818 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $58,450.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).