San Luis Wealth Advisors LLC: PNC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of San Luis Wealth Advisors LLC on PNC, newest first. How the timeline and the estimate are built.
San Luis Wealth Advisors LLC held 4,555 PNC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 4,555 sharesChange vs previous 13F -550 shares
0.17% of the 13F portfolio, value $1,121,589.
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 5,105 sharesChange vs previous 13F -255 shares
0.18% of the 13F portfolio, value $1,062,366.
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 5,360 sharesChange vs previous 13F +1,260 shares
0.19% of the 13F portfolio, value $1,118,773.
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 4,100 sharesChange vs previous 13F +222 shares
0.15% of the 13F portfolio, value $823,873.
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 3,878 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $723,000.
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).