San Luis Wealth Advisors LLC
CIK
0001844709
City
SAN LUIS OBISPO
State / Country
CA
Holdings in CHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $142,056 | 13,555 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $146,258 | 13,555 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $142,598 | 13,555 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $129,992 | 13,555 | Shares | Sole | 2025-04-18 |
| 2024-12-31 | $161,846 | 13,555 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $155,312 | 13,343 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $154,055 | 13,235 | Shares | Sole | 2024-07-12 |
| 2023-06-30 | $148,232 | 13,235 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $139,232 | 13,235 | Shares | Sole | 2023-05-10 |
| 2022-03-31 | $174,834 | 13,235 | Shares | Sole | 2022-05-10 |