Skip to content
Disclosery

San Luis Wealth Advisors LLC: AAPL position timeline

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

San Luis Wealth Advisors LLC held 127,968 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,968 shares
    Change vs previous 13F +2,040 shares

    5.57% of the 13F portfolio, value $37,028,843.

    13F-HR 0001844709-26-000004 filed by San Luis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 125,928 shares
    Change vs previous 13F -527 shares

    5.29% of the 13F portfolio, value $31,959,164.

    13F-HR 0001844709-26-000003 filed by San Luis 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 ended2025-12-31
    13F 126,455 shares
    Change vs previous 13F -2,405 shares

    5.76% of the 13F portfolio, value $34,378,041.

    13F-HR 0001844709-26-000001 filed by San Luis 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 ended2025-09-30
    13F/A 128,860 shares
    Change vs previous 13F +7,248 shares

    5.91% of the 13F portfolio, value $32,811,565.

    13F-HR/A 0001844709-25-000009 filed by San Luis 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 ended2025-06-30
    13F 121,612 shares
    Change vs previous 13F -5,021 shares

    5.36% of the 13F portfolio, value $24,951,000.

    13F-HR 0001844709-25-000006 filed by San Luis 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 ended2025-03-31
    13F/A 126,633 shares
    Change vs previous 13F -14,563 shares

    6.36% of the 13F portfolio, value $28,129,000.

    13F-HR/A 0001844709-25-000005 filed by San Luis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 141,196 shares
    Change vs previous 13F +3,223 shares

    6.69% of the 13F portfolio, value $35,358,000.

    13F-HR 0001844709-25-000001 filed by San Luis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 137,973 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $32,148,000.

    13F-HR 0001844709-24-000007 filed by San Luis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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