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CIK 0001844709 • 9 13F filings • Apr 15, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("san-luis-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR/A |
| 0001844709-25-000009 |
| $554.8M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001844709-26-000004 | $664.4M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001844709-25-000006 | $465K | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001844709-26-000003 | $604.4M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR/A | 0001844709-25-000005 | $442K | View |