San Luis Wealth Advisors LLC: ITW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of San Luis Wealth Advisors LLC on ITW, newest first. How the timeline and the estimate are built.
San Luis Wealth Advisors LLC held 1,107 ITW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 1,107 sharesChange vs previous 13F -115 shares
0.05% of the 13F portfolio, value $299,456.
13F-HR 0001844709-26-000004 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,222 sharesChange vs previous 13F -95 shares
0.05% of the 13F portfolio, value $318,185.
13F-HR 0001844709-26-000003 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,317 sharesChange vs previous 13F -285 shares
0.05% of the 13F portfolio, value $324,286.
13F-HR 0001844709-26-000001 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 1,602 sharesChange vs previous 13F +1,602 shares
0.08% of the 13F portfolio, value $417,791.
13F-HR/A 0001844709-25-000009 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001844709-24-000007 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.