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San Luis Wealth Advisors LLC: SHY position timeline

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

San Luis Wealth Advisors LLC held 8,974 SHY 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 8,974 shares
    Change vs previous 13F -920 shares

    0.11% of the 13F portfolio, value $736,855.

    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 9,894 shares
    Change vs previous 13F -2,371 shares

    0.14% of the 13F portfolio, value $816,959.

    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 12,265 shares
    Change vs previous 13F -198 shares

    0.17% of the 13F portfolio, value $1,015,784.

    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 12,463 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,033,897.

    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).