San Luis Wealth Advisors LLC: STX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of San Luis Wealth Advisors LLC on STX, newest first. How the timeline and the estimate are built.
San Luis Wealth Advisors LLC held 1,450 STX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 1,450 sharesChange vs previous 13F -284 shares
0.21% of the 13F portfolio, value $1,399,064.
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 1,734 sharesChange vs previous 13F -400 shares
0.11% of the 13F portfolio, value $679,145.
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 2,134 sharesChange vs previous 13F -239 shares
0.1% of the 13F portfolio, value $587,563.
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 2,373 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $560,170.
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).