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San Luis Wealth Advisors LLC: TCBK position timeline

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

San Luis Wealth Advisors LLC held 49,454 TCBK 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 49,454 shares
    Change vs previous 13F +11,939 shares

    0.4% of the 13F portfolio, value $2,663,097.

    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 37,515 shares
    Change vs previous 13F +164 shares

    0.3% of the 13F portfolio, value $1,783,484.

    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 37,351 shares
    Change vs previous 13F +2,001 shares

    0.3% of the 13F portfolio, value $1,769,317.

    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 35,350 shares
    Change vs previous 13F +162 shares

    0.28% of the 13F portfolio, value $1,569,900.

    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).

  5. period ended2025-06-30
    13F 35,188 shares
    Change vs previous 13F -18,412 shares

    0.31% of the 13F portfolio, value $1,425,000.

    13F-HR 0001844709-25-000006 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).

  6. period ended2025-03-31
    13F/A 53,600 shares
    Change vs previous 13F -43,484 shares

    0.48% of the 13F portfolio, value $2,142,000.

    13F-HR/A 0001844709-25-000005 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).

  7. period ended2024-12-31
    13F 97,084 shares
    Change vs previous 13F -10,173 shares

    0.8% of the 13F portfolio, value $4,243,000.

    13F-HR 0001844709-25-000001 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).

  8. period ended2024-09-30
    13F 107,257 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $4,575,000.

    13F-HR 0001844709-24-000007 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).