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San Luis Wealth Advisors LLC: CATF position timeline

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

San Luis Wealth Advisors LLC held 194,210 CATF 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 194,210 shares
    Change vs previous 13F +56,754 shares

    1.47% of the 13F portfolio, value $9,762,921.

    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 137,456 shares
    Change vs previous 13F -5,661 shares

    1.13% of the 13F portfolio, value $6,848,192.

    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 143,117 shares
    Change vs previous 13F +9,331 shares

    1.2% of the 13F portfolio, value $7,157,289.

    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 133,786 shares
    Change vs previous 13F -21,786 shares

    1.2% of the 13F portfolio, value $6,664,563.

    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 155,572 shares
    Change vs previous 13F -35,224 shares

    1.62% of the 13F portfolio, value $7,562,000.

    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 190,796 shares
    Change vs previous 13F +37,340 shares

    2.13% of the 13F portfolio, value $9,424,000.

    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 153,456 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $7,654,000.

    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).