San Luis Wealth Advisors LLC: EXC position timeline

San Luis Wealth Advisors LLC held 0 EXC shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -19,015 shares

   13F-HR 0001844709-26-000003 filed by San Luis Wealth Advisors LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 19,015 shares

   Change vs previous 13F +1,984 shares

   0.14% of the 13F portfolio, value $828,845.

   13F-HR 0001844709-26-000001 filed by San Luis Wealth Advisors LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F/A 17,031 shares

   Change vs previous 13F +2,974 shares

   0.14% of the 13F portfolio, value $766,552.

   13F-HR/A 0001844709-25-000009 filed by San Luis Wealth Advisors LLC
   Filed 2025-11-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 14,057 shares

   Change vs previous 13F -2,084 shares

   0.13% of the 13F portfolio, value $610,000.

   13F-HR 0001844709-25-000006 filed by San Luis Wealth Advisors LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F/A 16,141 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $744,000.

   13F-HR/A 0001844709-25-000005 filed by San Luis Wealth Advisors LLC
   Filed 2025-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).