San Luis Wealth Advisors LLC: ALC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of San Luis Wealth Advisors LLC on ALC, newest first. How the timeline and the estimate are built.
San Luis Wealth Advisors LLC held 3,308 ALC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 3,308 sharesChange vs previous 13F -154 shares
0.03% of the 13F portfolio, value $221,939.
13F-HR 0001844709-26-000004 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,462 sharesChange vs previous 13F -35 shares
0.04% of the 13F portfolio, value $260,831.
13F-HR 0001844709-26-000003 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,497 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $275,566.
13F-HR 0001844709-26-000001 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 3,497 sharesChange vs previous 13F +351 shares
0.05% of the 13F portfolio, value $260,531.
13F-HR/A 0001844709-25-000009 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,146 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $278,000.
13F-HR 0001844709-25-000006 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 3,146 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $299,000.
13F-HR/A 0001844709-25-000005 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,146 sharesChange vs previous 13F -4 shares
0.05% of the 13F portfolio, value $267,000.
13F-HR 0001844709-25-000001 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,150 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $315,000.
13F-HR 0001844709-24-000007 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).