Etesian Wealth Advisors, Inc.: FPE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Etesian Wealth Advisors, Inc. on FPE, newest first. How the timeline and the estimate are built.
Etesian Wealth Advisors, Inc. held 116,150 FPE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 116,150 sharesChange vs previous 13F -10,860 shares
0.61% of the 13F portfolio, value $2,076,762.
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 127,010 sharesChange vs previous 13F -3,228 shares
0.72% of the 13F portfolio, value $2,254,428.
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 130,238 sharesChange vs previous 13F +208 shares
0.74% of the 13F portfolio, value $2,372,936.
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 130,030 sharesChange vs previous 13F -2,986 shares
0.78% of the 13F portfolio, value $2,371,747.
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 133,016 sharesChange vs previous 13F -5,943 shares
0.88% of the 13F portfolio, value $2,367,685.
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 138,959 sharesChange vs previous 13F +9,964 shares
1.05% of the 13F portfolio, value $2,444,289.
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 128,995 sharesChange vs previous 13F -18,930 shares
1.01% of the 13F portfolio, value $2,283,212.
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 147,925 sharesChange vs previous 13F not available
1.21% of the 13F portfolio, value $2,677,443.
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).