Etesian Wealth Advisors, Inc.: EFV position timeline

Etesian Wealth Advisors, Inc. held 29,338 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 29,338 shares

   Change vs previous 13F +5,300 shares

   0.66% of the 13F portfolio, value $2,245,824.

   13F-HR 0002085853-26-000840 filed by Etesian Wealth Advisors, Inc.
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 24,038 shares

   Change vs previous 13F +6,521 shares

   0.57% of the 13F portfolio, value $1,787,225.

   13F-HR 0002085853-26-000470 filed by Etesian Wealth Advisors, Inc.
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 17,517 shares

   Change vs previous 13F +8,172 shares

   0.39% of the 13F portfolio, value $1,250,889.

   13F-HR 0002085853-26-000242 filed by Etesian Wealth Advisors, Inc.
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 9,345 shares

   Change vs previous 13F +4,955 shares

   0.21% of the 13F portfolio, value $633,871.

   13F-HR 0002085853-25-000147 filed by Etesian Wealth Advisors, Inc.
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,390 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $278,677.

   13F-HR 0001667731-25-000935 filed by Etesian Wealth Advisors, Inc.
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).