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Etesian Wealth Advisors, Inc.: HYEM position timeline

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

Etesian Wealth Advisors, Inc. held 20,301 HYEM 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 20,301 shares
    Change vs previous 13F -5,291 shares

    0.12% of the 13F portfolio, value $408,253.

    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 25,592 shares
    Change vs previous 13F -10,785 shares

    0.16% of the 13F portfolio, value $504,930.

    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 36,377 shares
    Change vs previous 13F -7,554 shares

    0.23% of the 13F portfolio, value $723,539.

    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 43,931 shares
    Change vs previous 13F -4,568 shares

    0.29% of the 13F portfolio, value $880,817.

    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 48,499 shares
    Change vs previous 13F -4,484 shares

    0.36% of the 13F portfolio, value $961,250.

    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 52,983 shares
    Change vs previous 13F -13,884 shares

    0.45% of the 13F portfolio, value $1,041,116.

    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 66,867 shares
    Change vs previous 13F -31,394 shares

    0.58% of the 13F portfolio, value $1,301,900.

    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 98,261 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,954,412.

    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).