Etesian Wealth Advisors, Inc.: JIRE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Etesian Wealth Advisors, Inc. on JIRE, newest first. How the timeline and the estimate are built.
Etesian Wealth Advisors, Inc. held 100,509 JIRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 100,509 sharesChange vs previous 13F +541 shares
2.45% of the 13F portfolio, value $8,290,987.
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 99,968 sharesChange vs previous 13F +2,037 shares
2.42% of the 13F portfolio, value $7,571,576.
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 97,931 sharesChange vs previous 13F +7,910 shares
2.3% of the 13F portfolio, value $7,333,073.
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 90,021 sharesChange vs previous 13F +11,590 shares
2.19% of the 13F portfolio, value $6,620,144.
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 78,431 sharesChange vs previous 13F +16,054 shares
2.07% of the 13F portfolio, value $5,550,562.
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 62,377 sharesChange vs previous 13F +6,041 shares
1.71% of the 13F portfolio, value $3,974,662.
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 56,336 sharesChange vs previous 13F +19,714 shares
1.46% of the 13F portfolio, value $3,296,219.
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 36,622 sharesChange vs previous 13F not available
1.09% of the 13F portfolio, value $2,418,151.
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).