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San Luis Wealth Advisors LLC: ITOT position timeline

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

San Luis Wealth Advisors LLC held 7,322 ITOT 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 7,322 shares
    Change vs previous 13F +480 shares

    0.18% of the 13F portfolio, value $1,202,792.

    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 6,842 shares
    Change vs previous 13F +118 shares

    0.16% of the 13F portfolio, value $974,473.

    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 6,724 shares
    Change vs previous 13F -68 shares

    0.17% of the 13F portfolio, value $999,725.

    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 6,792 shares
    Change vs previous 13F -686 shares

    0.18% of the 13F portfolio, value $989,212.

    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 7,478 shares
    Change vs previous 13F -425 shares

    0.22% of the 13F portfolio, value $1,010,000.

    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 7,903 shares
    Change vs previous 13F -3,252 shares

    0.22% of the 13F portfolio, value $964,000.

    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 11,155 shares
    Change vs previous 13F -135 shares

    0.27% of the 13F portfolio, value $1,435,000.

    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 11,290 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,418,000.

    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).