San Luis Wealth Advisors LLC: SOLZ position timeline

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

San Luis Wealth Advisors LLC held 23,177 SOLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

period ended2026-06-30
13F 23,177 shares
Change vs previous 13F +82 shares
0.03% of the 13F portfolio, value $171,049.
13F-HR 0001844709-26-000004 filed by San Luis Wealth Advisors LLC
Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 23,095 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $193,060.
13F-HR 0001844709-26-000003 filed by San Luis Wealth Advisors LLC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).