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Etesian Wealth Advisors, Inc.: FNDE position timeline

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

Etesian Wealth Advisors, Inc. held 140,455 FNDE 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 140,455 shares
    Change vs previous 13F +3,496 shares

    1.65% of the 13F portfolio, value $5,573,256.

    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 136,959 shares
    Change vs previous 13F +5,031 shares

    1.67% of the 13F portfolio, value $5,240,051.

    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 131,928 shares
    Change vs previous 13F +23,695 shares

    1.49% of the 13F portfolio, value $4,757,324.

    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 108,233 shares
    Change vs previous 13F +20,883 shares

    1.29% of the 13F portfolio, value $3,913,705.

    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 87,350 shares
    Change vs previous 13F +27,059 shares

    1.08% of the 13F portfolio, value $2,883,423.

    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 60,291 shares
    Change vs previous 13F +15,871 shares

    0.8% of the 13F portfolio, value $1,856,963.

    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 44,420 shares
    Change vs previous 13F +18,181 shares

    0.57% of the 13F portfolio, value $1,290,401.

    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 26,239 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $846,733.

    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).