San Luis Wealth Advisors LLC: MUB position timeline

San Luis Wealth Advisors LLC held 60,921 MUB 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 60,921 shares

   Change vs previous 13F -3,658 shares

   0.99% of the 13F portfolio, value $6,556,319.

   13F-HR 0001844709-26-000004 filed by San Luis Wealth Advisors LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 64,579 shares

   Change vs previous 13F -2,611 shares

   1.13% of the 13F portfolio, value $6,855,094.

   13F-HR 0001844709-26-000003 filed by San Luis Wealth Advisors LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 67,190 shares

   Change vs previous 13F +4,488 shares

   1.21% of the 13F portfolio, value $7,196,730.

   13F-HR 0001844709-26-000001 filed by San Luis Wealth Advisors LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F/A 62,702 shares

   Change vs previous 13F +4,197 shares

   1.2% of the 13F portfolio, value $6,677,126.

   13F-HR/A 0001844709-25-000009 filed by San Luis Wealth Advisors LLC
   Filed 2025-11-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 58,505 shares

   Change vs previous 13F not available

   1.31% of the 13F portfolio, value $6,113,000.

   13F-HR 0001844709-25-000006 filed by San Luis Wealth Advisors LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).