Etesian Wealth Advisors, Inc.: EFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Etesian Wealth Advisors, Inc. on EFA, newest first. How the timeline and the estimate are built.
Etesian Wealth Advisors, Inc. held 32,418 EFA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 32,418 sharesChange vs previous 13F -154 shares
1% of the 13F portfolio, value $3,367,582.
13F-HR 0002085853-26-000840 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,572 sharesChange vs previous 13F +17 shares
1.01% of the 13F portfolio, value $3,163,718.
13F-HR 0002085853-26-000470 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,555 sharesChange vs previous 13F +13 shares
0.98% of the 13F portfolio, value $3,126,257.
13F-HR 0002085853-26-000242 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,542 sharesChange vs previous 13F -280 shares
1% of the 13F portfolio, value $3,038,447.
13F-HR 0002085853-25-000147 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,822 sharesChange vs previous 13F -324 shares
1.09% of the 13F portfolio, value $2,933,959.
13F-HR 0001667731-25-000935 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,146 sharesChange vs previous 13F -85 shares
1.17% of the 13F portfolio, value $2,709,023.
13F-HR 0001667731-25-000509 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,231 sharesChange vs previous 13F +1,577 shares
1.11% of the 13F portfolio, value $2,512,596.
13F-HR 0001667731-25-000139 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,654 sharesChange vs previous 13F not available
1.2% of the 13F portfolio, value $2,647,225.
13F-HR 0001997586-24-000011 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).