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San Luis Wealth Advisors LLC: VCRB position timeline

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

San Luis Wealth Advisors LLC held 317,382 VCRB 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 317,382 shares
    Change vs previous 13F +30,692 shares

    3.69% of the 13F portfolio, value $24,512,280.

    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 286,690 shares
    Change vs previous 13F +38,243 shares

    3.67% of the 13F portfolio, value $22,184,101.

    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 248,447 shares
    Change vs previous 13F +19,827 shares

    3.24% of the 13F portfolio, value $19,352,761.

    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 228,620 shares
    Change vs previous 13F +17,425 shares

    3.23% of the 13F portfolio, value $17,926,066.

    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 211,195 shares
    Change vs previous 13F -223,686 shares

    3.52% of the 13F portfolio, value $16,385,000.

    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 434,881 shares
    Change vs previous 13F -84,153 shares

    7.61% of the 13F portfolio, value $33,673,000.

    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 519,034 shares
    Change vs previous 13F +38,759 shares

    7.45% of the 13F portfolio, value $39,348,000.

    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 480,275 shares
    Change vs previous 13F not available

    7.86% of the 13F portfolio, value $38,033,000.

    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).