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San Luis Wealth Advisors LLC: VTEB position timeline

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

San Luis Wealth Advisors LLC held 196,900 VTEB 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 196,900 shares
    Change vs previous 13F -81,196 shares

    1.5% of the 13F portfolio, value $9,959,208.

    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 278,096 shares
    Change vs previous 13F -9,530 shares

    2.3% of the 13F portfolio, value $13,874,189.

    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 287,626 shares
    Change vs previous 13F +19,502 shares

    2.42% of the 13F portfolio, value $14,464,719.

    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 268,124 shares
    Change vs previous 13F -11,786 shares

    2.42% of the 13F portfolio, value $13,424,974.

    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 279,910 shares
    Change vs previous 13F -104,831 shares

    2.95% of the 13F portfolio, value $13,724,000.

    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 384,741 shares
    Change vs previous 13F -49,768 shares

    4.32% of the 13F portfolio, value $19,091,000.

    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 434,509 shares
    Change vs previous 13F -36,678 shares

    4.12% of the 13F portfolio, value $21,782,000.

    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 471,187 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $24,087,000.

    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).