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Etesian Wealth Advisors, Inc.: JPIB position timeline

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

Etesian Wealth Advisors, Inc. held 74,529 JPIB 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 74,529 shares
    Change vs previous 13F +13,600 shares

    1.07% of the 13F portfolio, value $3,603,490.

    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 60,929 shares
    Change vs previous 13F +6,090 shares

    0.93% of the 13F portfolio, value $2,913,625.

    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 54,839 shares
    Change vs previous 13F +18,520 shares

    0.84% of the 13F portfolio, value $2,670,659.

    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 36,319 shares
    Change vs previous 13F +23,498 shares

    0.59% of the 13F portfolio, value $1,780,721.

    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 12,821 shares
    Change vs previous 13F +4,978 shares

    0.23% of the 13F portfolio, value $623,357.

    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 7,843 shares
    Change vs previous 13F -776 shares

    0.16% of the 13F portfolio, value $375,601.

    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 8,619 shares
    Change vs previous 13F -8,358 shares

    0.18% of the 13F portfolio, value $407,334.

    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 16,977 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $826,017.

    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).