San Luis Wealth Advisors LLC: IJT position timeline

San Luis Wealth Advisors LLC held 35,009 IJT 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 35,009 shares

   Change vs previous 13F +2,830 shares

   0.94% of the 13F portfolio, value $6,252,574.

   13F-HR 0001844709-26-000004 filed by San Luis Wealth Advisors LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 32,179 shares

   Change vs previous 13F +1,366 shares

   0.77% of the 13F portfolio, value $4,656,552.

   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).

3. period ended2025-12-31

   13F 30,813 shares

   Change vs previous 13F +1,515 shares

   0.73% of the 13F portfolio, value $4,349,583.

   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).

4. period ended2025-09-30

   13F/A 29,298 shares

   Change vs previous 13F -765 shares

   0.75% of the 13F portfolio, value $4,145,639.

   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).

5. period ended2025-06-30

   13F 30,063 shares

   Change vs previous 13F not available

   0.86% of the 13F portfolio, value $4,000,000.

   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).