San Luis Wealth Advisors LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of San Luis Wealth Advisors LLC on PG, newest first. How the timeline and the estimate are built.
San Luis Wealth Advisors LLC held 2,678 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 2,678 sharesChange vs previous 13F -493 shares
0.06% of the 13F portfolio, value $392,746.
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 3,171 sharesChange vs previous 13F +221 shares
0.08% of the 13F portfolio, value $458,059.
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 2,950 sharesChange vs previous 13F -892 shares
0.07% of the 13F portfolio, value $422,769.
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 3,842 sharesChange vs previous 13F +1,851 shares
0.11% of the 13F portfolio, value $590,358.
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 1,991 sharesChange vs previous 13F +8 shares
0.07% of the 13F portfolio, value $317,000.
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 1,983 sharesChange vs previous 13F -682 shares
0.08% of the 13F portfolio, value $338,000.
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 2,665 sharesChange vs previous 13F +137 shares
0.08% of the 13F portfolio, value $447,000.
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 2,528 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $438,000.
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).