San Luis Wealth Advisors LLC: VCRM position timeline

San Luis Wealth Advisors LLC held 214,094 VCRM 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 214,094 shares

   Change vs previous 13F -16,347 shares

   2.46% of the 13F portfolio, value $16,356,816.

   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 230,441 shares

   Change vs previous 13F -8,614 shares

   2.87% of the 13F portfolio, value $17,317,618.

   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 239,055 shares

   Change vs previous 13F +19,873 shares

   3.03% of the 13F portfolio, value $18,065,413.

   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 219,182 shares

   Change vs previous 13F +14,775 shares

   2.97% of the 13F portfolio, value $16,493,479.

   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 204,407 shares

   Change vs previous 13F not available

   3.23% of the 13F portfolio, value $15,038,000.

   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).