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San Luis Wealth Advisors LLC: FDIV position timeline

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

San Luis Wealth Advisors LLC held 1,320,912 FDIV 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 1,320,912 shares
    Change vs previous 13F -67,441 shares

    5.52% of the 13F portfolio, value $36,666,262.

    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 1,388,353 shares
    Change vs previous 13F +12,246 shares

    6.14% of the 13F portfolio, value $37,105,959.

    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 1,376,107 shares
    Change vs previous 13F -161,080 shares

    6.24% of the 13F portfolio, value $37,274,050.

    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 1,537,187 shares
    Change vs previous 13F -286,853 shares

    7.44% of the 13F portfolio, value $41,293,748.

    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 1,824,040 shares
    Change vs previous 13F -354,041 shares

    10.2% of the 13F portfolio, value $47,480,000.

    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 2,178,081 shares
    Change vs previous 13F -747,922 shares

    13.21% of the 13F portfolio, value $58,438,000.

    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 2,926,003 shares
    Change vs previous 13F +207,353 shares

    15.02% of the 13F portfolio, value $79,324,000.

    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 2,718,650 shares
    Change vs previous 13F not available

    16.25% of the 13F portfolio, value $78,673,000.

    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).