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San Luis Wealth Advisors LLC: NEAR position timeline

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

San Luis Wealth Advisors LLC held 121,545 NEAR 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 121,545 shares
    Change vs previous 13F -97,316 shares

    0.93% of the 13F portfolio, value $6,157,454.

    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 218,861 shares
    Change vs previous 13F +67,342 shares

    1.84% of the 13F portfolio, value $11,125,777.

    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 151,519 shares
    Change vs previous 13F +30,658 shares

    1.3% of the 13F portfolio, value $7,742,644.

    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 120,861 shares
    Change vs previous 13F +22,752 shares

    1.12% of the 13F portfolio, value $6,197,767.

    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 98,109 shares
    Change vs previous 13F -16,303 shares

    1.08% of the 13F portfolio, value $5,013,000.

    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 114,412 shares
    Change vs previous 13F +27,112 shares

    1.32% of the 13F portfolio, value $5,820,000.

    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 87,300 shares
    Change vs previous 13F +28,631 shares

    0.83% of the 13F portfolio, value $4,409,000.

    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 58,669 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,006,000.

    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).