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
- period ended2026-06-3013F 309,592 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 307,912 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 297,407 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 239,137 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 158,542 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).