San Luis Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for San Luis Wealth Advisors going back to Feb. 5, 2021
- San Luis Wealth Advisors 2025 Q3 restated - filed Nov. 18, 2025 - new!
- San Luis Wealth Advisors 2025 Q3 - filed Oct. 22, 2025
- San Luis Wealth Advisors 2025 Q2 - filed July 17, 2025
- San Luis Wealth Advisors 2025 Q1 restated - filed April 18, 2025
- San Luis Wealth Advisors 2025 Q1 - filed April 15, 2025
- San Luis Wealth Advisors 2024 Q4 - filed Jan. 14, 2025
- San Luis Wealth Advisors 2024 Q3 - filed Oct. 9, 2024
- San Luis Wealth Advisors 2024 Q2 - filed July 12, 2024
- San Luis Wealth Advisors 2024 Q1 - filed April 11, 2024
- San Luis Wealth Advisors 2023 Q4 - filed Jan. 17, 2024
- San Luis Wealth Advisors 2023 Q3 - filed Oct. 31, 2023
- San Luis Wealth Advisors 2023 Q2 - filed Aug. 2, 2023
- San Luis Wealth Advisors 2023 Q1 - filed May 10, 2023
- San Luis Wealth Advisors 2022 Q4 - filed Feb. 2, 2023
- San Luis Wealth Advisors 2022 Q3 - filed Oct. 26, 2022
- San Luis Wealth Advisors 2022 Q2 - filed Aug. 10, 2022
- San Luis Wealth Advisors 2022 Q1 - filed May 10, 2022
- San Luis Wealth Advisors 2021 Q4 - filed Feb. 14, 2022
- San Luis Wealth Advisors 2021 Q3 - filed Nov. 9, 2021
- San Luis Wealth Advisors 2020 Q4 - filed Feb. 5, 2021