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San Luis Wealth Advisors LLC: XYLD position timeline

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

San Luis Wealth Advisors LLC held 0 XYLD 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 0 shares
    Change vs previous 13F -52,728 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 52,728 shares
    Change vs previous 13F +2,841 shares

    0.34% of the 13F portfolio, value $2,063,235.

    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 49,887 shares
    Change vs previous 13F -24,394 shares

    0.34% of the 13F portfolio, value $2,026,925.

    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 74,281 shares
    Change vs previous 13F +7,902 shares

    0.53% of the 13F portfolio, value $2,916,279.

    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 66,379 shares
    Change vs previous 13F +2,622 shares

    0.56% of the 13F portfolio, value $2,585,000.

    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 63,757 shares
    Change vs previous 13F +46,265 shares

    0.57% of the 13F portfolio, value $2,518,000.

    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 17,492 shares
    Change vs previous 13F +1,695 shares

    0.14% of the 13F portfolio, value $733,000.

    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 15,797 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $656,000.

    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).