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San Luis Wealth Advisors LLC: PYLD position timeline

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

San Luis Wealth Advisors LLC held 590,775 PYLD 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 590,775 shares
    Change vs previous 13F +254,140 shares

    2.36% of the 13F portfolio, value $15,667,348.

    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 336,635 shares
    Change vs previous 13F +50,013 shares

    1.46% of the 13F portfolio, value $8,819,838.

    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 286,622 shares
    Change vs previous 13F +22,020 shares

    1.28% of the 13F portfolio, value $7,647,063.

    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 264,602 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $7,101,912.

    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).