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San Luis Wealth Advisors LLC: DIVB position timeline

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

San Luis Wealth Advisors LLC held 309,592 DIVB 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 309,592 shares
    Change vs previous 13F +1,680 shares

    2.87% of the 13F portfolio, value $19,070,858.

    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 307,912 shares
    Change vs previous 13F +10,505 shares

    2.75% of the 13F portfolio, value $16,611,866.

    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 297,407 shares
    Change vs previous 13F +58,270 shares

    2.65% of the 13F portfolio, value $15,807,160.

    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 239,137 shares
    Change vs previous 13F +80,595 shares

    2.25% of the 13F portfolio, value $12,494,883.

    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 158,542 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $7,978,000.

    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).