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Disclosery

San Luis Wealth Advisors LLC: WM position timeline

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

San Luis Wealth Advisors LLC held 1,932 WM 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 1,932 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $430,672.

    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 1,926 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $442,529.

    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 1,922 shares
    Change vs previous 13F +45 shares

    0.07% of the 13F portfolio, value $422,391.

    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 1,877 shares
    Change vs previous 13F +232 shares

    0.07% of the 13F portfolio, value $414,608.

    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 1,645 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $376,000.

    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 1,642 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $380,000.

    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 1,639 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $331,000.

    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 1,636 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $340,000.

    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).