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Etesian Wealth Advisors, Inc.: JCPB position timeline

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

Etesian Wealth Advisors, Inc. held 41,786 JCPB 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 41,786 shares
    Change vs previous 13F -3,918 shares

    0.58% of the 13F portfolio, value $1,961,435.

    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 45,704 shares
    Change vs previous 13F +874 shares

    0.69% of the 13F portfolio, value $2,151,744.

    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 44,830 shares
    Change vs previous 13F +437 shares

    0.67% of the 13F portfolio, value $2,122,701.

    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 44,393 shares
    Change vs previous 13F -1,127 shares

    0.7% of the 13F portfolio, value $2,110,887.

    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 45,520 shares
    Change vs previous 13F +76 shares

    0.8% of the 13F portfolio, value $2,142,171.

    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 45,444 shares
    Change vs previous 13F +13,297 shares

    0.92% of the 13F portfolio, value $2,137,686.

    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 32,147 shares
    Change vs previous 13F +7,070 shares

    0.66% of the 13F portfolio, value $1,481,012.

    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 25,077 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,209,715.

    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).