Skip to content
Disclosery

San Luis Wealth Advisors LLC: AEP position timeline

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

San Luis Wealth Advisors LLC held 7,143 AEP 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 7,143 shares
    Change vs previous 13F -1,354 shares

    0.15% of the 13F portfolio, value $977,189.

    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 8,497 shares
    Change vs previous 13F +815 shares

    0.18% of the 13F portfolio, value $1,113,812.

    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 7,682 shares
    Change vs previous 13F +808 shares

    0.15% of the 13F portfolio, value $885,855.

    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 6,874 shares
    Change vs previous 13F +776 shares

    0.14% of the 13F portfolio, value $773,377.

    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 6,098 shares
    Change vs previous 13F +56 shares

    0.14% of the 13F portfolio, value $633,000.

    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 6,042 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $660,000.

    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).