San Luis Wealth Advisors LLC
CIK
0001844709
City
SAN LUIS OBISPO
State / Country
CA
Holdings in CSQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $358,060 | 18,649 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $359,739 | 18,649 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $340,157 | 18,649 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $325,088 | 20,092 | Shares | Sole | 2025-04-18 |
| 2024-12-31 | $355,386 | 20,067 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $344,050 | 19,830 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $404,294 | 24,008 | Shares | Sole | 2024-07-12 |
| 2023-06-30 | $389,178 | 26,385 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $349,986 | 24,999 | Shares | Sole | 2023-05-10 |
| 2022-03-31 | $578,928 | 33,025 | Shares | Sole | 2022-05-10 |
| 2021-09-30 | $292,380 | 16,500 | Shares | Sole | 2021-11-09 |
| 2020-12-31 | $369,849 | 23,423 | Shares | Sole | 2021-02-05 |