Aletheian Wealth Advisors LLC

Position in SAN — Banco Santander, S.A.

CIK 1922281 Bellevue, WA

Position in SAN

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$144,389

+$34,391 QoQ

Shares Held

10,463

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#477

of 655 holders

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aletheian Wealth Advisors LLC holds $1,898,933 across 5 Banks - Diversified names. SAN ranks #5 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,960	$968,896
2	BAC	Bank Of America Corp /De/	5,422	$308,945
3	WFC	Wells Fargo & Company/Mn	3,184	$263,125
4	C	Citigroup Inc	1,526	$213,578
5	SAN	Banco Santander, S.A. This page	10,463	$144,389

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$144,389	10,463	-0.3%	Shares	Sole	2026-07-09
2025-09-30	$109,998	10,496	-1.4%	Shares	Sole	2025-11-12
2025-06-30	$88,328	10,642	-11.6%	Shares	Sole	2025-07-07
2025-03-31	$80,627	12,034	-6.1%	Shares	Sole	2025-04-08
2024-12-31	$58,450	12,818	-8.1%	Shares	Sole	2025-02-14
2024-09-30	$71,104	13,942	+12.4%	Shares	Sole	2024-10-25
2024-06-30	$57,444	12,407	0.0%	Shares	Sole	2024-07-26
2024-03-31	$60,049	12,407	+1.9%	Shares	Sole	2024-04-15
2023-09-30	$45,800	12,181	-7.4%	Shares	Sole	2023-10-05
2023-06-30	$48,797	13,153	—	Shares	Sole	2023-07-13
No filing history on record for this holder in this stock.