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San Luis Wealth Advisors LLC: VIG position timeline

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

San Luis Wealth Advisors LLC held 26,914 VIG 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 26,914 shares
    Change vs previous 13F -2,097 shares

    0.96% of the 13F portfolio, value $6,368,392.

    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 29,011 shares
    Change vs previous 13F -23,469 shares

    1.03% of the 13F portfolio, value $6,239,024.

    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 52,480 shares
    Change vs previous 13F +5,500 shares

    1.93% of the 13F portfolio, value $11,533,969.

    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 46,980 shares
    Change vs previous 13F +5,782 shares

    1.83% of the 13F portfolio, value $10,137,881.

    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 41,198 shares
    Change vs previous 13F +4,276 shares

    1.81% of the 13F portfolio, value $8,432,000.

    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 36,922 shares
    Change vs previous 13F +1,479 shares

    1.62% of the 13F portfolio, value $7,163,000.

    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 35,443 shares
    Change vs previous 13F +3,519 shares

    1.31% of the 13F portfolio, value $6,941,000.

    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 31,924 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $6,323,000.

    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).