San Luis Wealth Advisors LLC
CIK
0001844709
City
SAN LUIS OBISPO
State / Country
CA
Holdings in BCX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $156,937 | 14,293 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $145,359 | 14,293 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $135,068 | 14,293 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $133,363 | 14,294 | Shares | Sole | 2025-04-18 |
| 2024-12-31 | $122,070 | 14,294 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $136,156 | 14,183 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $128,917 | 14,028 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $326,961 | 36,009 | Shares | Sole | 2024-04-11 |
| 2023-12-31 | $396,651 | 44,668 | Shares | Sole | 2024-01-17 |
| 2023-09-30 | $410,185 | 44,537 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $402,853 | 44,416 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $423,728 | 44,416 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $442,827 | 44,416 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $517,263 | 59,524 | Shares | Sole | 2022-10-26 |
| 2022-06-30 | $534,525 | 59,524 | Shares | Sole | 2022-08-10 |
| 2022-03-31 | $657,144 | 59,524 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $556,549 | 59,524 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $202,648 | 22,693 | Shares | Sole | 2021-11-09 |
| 2020-12-31 | $247,664 | 33,423 | Shares | Sole | 2021-02-05 |