San Luis Wealth Advisors LLC
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 1844709
SAN LUIS OBISPO, CA
Position in FBCG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$446,418
-$35,570 QoQ
Shares Held
8,907
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $446,418 | 8,907 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $481,988 | 8,789 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $486,105 | 9,059 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $524,754 | 10,878 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $367,644 | 9,198 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $463,987 | 10,030 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||