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San Luis Wealth Advisors LLC: BIV position timeline

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

San Luis Wealth Advisors LLC held 127,851 BIV 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 127,851 shares
    Change vs previous 13F +12,171 shares

    1.48% of the 13F portfolio, value $9,806,141.

    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 115,680 shares
    Change vs previous 13F +15,287 shares

    1.48% of the 13F portfolio, value $8,928,169.

    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 100,393 shares
    Change vs previous 13F +7,245 shares

    1.31% of the 13F portfolio, value $7,818,600.

    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 93,148 shares
    Change vs previous 13F -42,094 shares

    1.31% of the 13F portfolio, value $7,273,952.

    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 135,242 shares
    Change vs previous 13F +35,497 shares

    2.25% of the 13F portfolio, value $10,460,000.

    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 99,745 shares
    Change vs previous 13F -45,184 shares

    1.73% of the 13F portfolio, value $7,637,000.

    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 144,929 shares
    Change vs previous 13F +1,345 shares

    2.05% of the 13F portfolio, value $10,831,000.

    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 143,584 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $11,253,000.

    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).