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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

  1. period ended2026-06-30
    13F 116,150 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 127,010 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 130,238 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 130,030 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 133,016 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 138,959 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 128,995 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 147,925 shares
    Change 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), ingested

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