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San Luis Wealth Advisors LLC: VRT position timeline

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

San Luis Wealth Advisors LLC held 6,605 VRT 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 6,605 shares
    Change vs previous 13F +832 shares

    0.33% of the 13F portfolio, value $2,211,434.

    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 5,773 shares
    Change vs previous 13F +328 shares

    0.24% of the 13F portfolio, value $1,446,705.

    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 5,445 shares
    Change vs previous 13F +2,483 shares

    0.15% of the 13F portfolio, value $882,144.

    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 2,962 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $446,886.

    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).