San Luis Wealth Advisors LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of San Luis Wealth Advisors LLC on MO, newest first. How the timeline and the estimate are built.
San Luis Wealth Advisors LLC held 25,206 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 25,206 sharesChange vs previous 13F -864 shares
0.27% of the 13F portfolio, value $1,813,542.
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 26,070 sharesChange vs previous 13F +9,846 shares
0.28% of the 13F portfolio, value $1,720,343.
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 16,224 sharesChange vs previous 13F +3,312 shares
0.16% of the 13F portfolio, value $935,467.
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 12,912 sharesChange vs previous 13F +1,483 shares
0.15% of the 13F portfolio, value $852,964.
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 ended2025-06-3013F 11,429 sharesChange vs previous 13F -1,286 shares
0.14% of the 13F portfolio, value $670,000.
13F-HR 0001844709-25-000006 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 ended2025-03-3113F/A 12,715 sharesChange vs previous 13F -3,722 shares
0.17% of the 13F portfolio, value $763,000.
13F-HR/A 0001844709-25-000005 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 ended2024-12-3113F 16,437 sharesChange vs previous 13F +2,588 shares
0.16% of the 13F portfolio, value $859,000.
13F-HR 0001844709-25-000001 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 ended2024-09-3013F 13,849 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $707,000.
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).