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San Luis Wealth Advisors LLC: MA position timeline

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

San Luis Wealth Advisors LLC held 7,675 MA 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 7,675 shares
    Change vs previous 13F -105 shares

    0.59% of the 13F portfolio, value $3,941,742.

    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 7,780 shares
    Change vs previous 13F -92 shares

    0.64% of the 13F portfolio, value $3,887,115.

    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 7,872 shares
    Change vs previous 13F +41 shares

    0.75% of the 13F portfolio, value $4,493,851.

    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 7,831 shares
    Change vs previous 13F +1,314 shares

    0.8% of the 13F portfolio, value $4,454,246.

    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 6,517 shares
    Change vs previous 13F -949 shares

    0.79% of the 13F portfolio, value $3,662,000.

    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 7,466 shares
    Change vs previous 13F -3,220 shares

    0.93% of the 13F portfolio, value $4,092,000.

    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 10,686 shares
    Change vs previous 13F +1,404 shares

    1.07% of the 13F portfolio, value $5,627,000.

    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 9,282 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,583,000.

    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).