San Luis Wealth Advisors LLC: VBR position timeline

San Luis Wealth Advisors LLC held 44,940 VBR 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 44,940 shares

   Change vs previous 13F -1,481 shares

   1.64% of the 13F portfolio, value $10,919,905.

   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).

2. period ended2026-03-31

   13F 46,421 shares

   Change vs previous 13F +1,875 shares

   1.67% of the 13F portfolio, value $10,084,881.

   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).

3. period ended2025-12-31

   13F 44,546 shares

   Change vs previous 13F +7,237 shares

   1.58% of the 13F portfolio, value $9,434,453.

   13F-HR 0001844709-26-000001 filed by San Luis Wealth Advisors LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F/A 37,309 shares

   Change vs previous 13F -1,274 shares

   1.4% of the 13F portfolio, value $7,786,838.

   13F-HR/A 0001844709-25-000009 filed by San Luis Wealth Advisors LLC
   Filed 2025-11-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 38,583 shares

   Change vs previous 13F not available

   1.62% of the 13F portfolio, value $7,524,000.

   13F-HR 0001844709-25-000006 filed by San Luis Wealth Advisors LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).