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Etesian Wealth Advisors, Inc.: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Etesian Wealth Advisors, Inc. on EXC, newest first. How the timeline and the estimate are built.

Etesian Wealth Advisors, Inc. held 22,379 EXC 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 22,379 shares
    Change vs previous 13F -1,120 shares

    0.31% of the 13F portfolio, value $1,043,309.

    13F-HR 0002085853-26-000840 filed by Etesian Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 23,499 shares
    Change vs previous 13F -4,720 shares

    0.37% of the 13F portfolio, value $1,151,921.

    13F-HR 0002085853-26-000470 filed by Etesian Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 28,219 shares
    Change vs previous 13F -1,445 shares

    0.39% of the 13F portfolio, value $1,230,066.

    13F-HR 0002085853-26-000242 filed by Etesian Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 29,664 shares
    Change vs previous 13F -3,249 shares

    0.44% of the 13F portfolio, value $1,335,177.

    13F-HR 0002085853-25-000147 filed by Etesian Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 32,913 shares
    Change vs previous 13F -2,611 shares

    0.53% of the 13F portfolio, value $1,429,082.

    13F-HR 0001667731-25-000935 filed by Etesian Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 35,524 shares
    Change vs previous 13F -1,343 shares

    0.71% of the 13F portfolio, value $1,636,946.

    13F-HR 0001667731-25-000509 filed by Etesian Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 36,867 shares
    Change vs previous 13F -1,837 shares

    0.61% of the 13F portfolio, value $1,387,674.

    13F-HR 0001667731-25-000139 filed by Etesian Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 38,704 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,569,448.

    13F-HR 0001997586-24-000011 filed by Etesian Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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