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San Luis Wealth Advisors LLC: VCLT position timeline

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

San Luis Wealth Advisors LLC held 127,872 VCLT 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 127,872 shares
    Change vs previous 13F +13,394 shares

    1.45% of the 13F portfolio, value $9,622,393.

    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 114,478 shares
    Change vs previous 13F +16,183 shares

    1.42% of the 13F portfolio, value $8,553,815.

    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 98,295 shares
    Change vs previous 13F +2,613 shares

    1.25% of the 13F portfolio, value $7,455,673.

    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 95,682 shares
    Change vs previous 13F -73,666 shares

    1.34% of the 13F portfolio, value $7,429,716.

    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 169,348 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $12,854,000.

    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).