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San Luis Wealth Advisors LLC: JEPQ position timeline

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

San Luis Wealth Advisors LLC held 49,781 JEPQ 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 49,781 shares
    Change vs previous 13F +16,728 shares

    0.46% of the 13F portfolio, value $3,059,515.

    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 33,053 shares
    Change vs previous 13F +2,028 shares

    0.3% of the 13F portfolio, value $1,835,126.

    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 31,025 shares
    Change vs previous 13F -22,324 shares

    0.3% of the 13F portfolio, value $1,803,168.

    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 53,349 shares
    Change vs previous 13F +3,113 shares

    0.55% of the 13F portfolio, value $3,068,631.

    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 50,236 shares
    Change vs previous 13F +3,047 shares

    0.59% of the 13F portfolio, value $2,733,000.

    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 47,189 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,443,000.

    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).