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San Luis Wealth Advisors LLC: ICLO position timeline

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

San Luis Wealth Advisors LLC held 310,063 ICLO 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 310,063 shares
    Change vs previous 13F +225,856 shares

    1.19% of the 13F portfolio, value $7,931,421.

    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 84,207 shares
    Change vs previous 13F -25,938 shares

    0.36% of the 13F portfolio, value $2,148,123.

    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 110,145 shares
    Change vs previous 13F +15,407 shares

    0.47% of the 13F portfolio, value $2,814,216.

    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 94,738 shares
    Change vs previous 13F +11,939 shares

    0.44% of the 13F portfolio, value $2,426,250.

    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 82,799 shares
    Change vs previous 13F -22,359 shares

    0.45% of the 13F portfolio, value $2,116,000.

    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 105,158 shares
    Change vs previous 13F +58,038 shares

    0.61% of the 13F portfolio, value $2,680,000.

    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 47,120 shares
    Change vs previous 13F +18,904 shares

    0.23% of the 13F portfolio, value $1,208,000.

    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 28,216 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $723,000.

    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).