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Etesian Wealth Advisors, Inc.: JPIE position timeline

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

Etesian Wealth Advisors, Inc. held 151,244 JPIE 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 151,244 shares
    Change vs previous 13F -112 shares

    2.06% of the 13F portfolio, value $6,964,786.

    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 151,356 shares
    Change vs previous 13F +2,342 shares

    2.22% of the 13F portfolio, value $6,972,971.

    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 149,014 shares
    Change vs previous 13F +198 shares

    2.16% of the 13F portfolio, value $6,897,858.

    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 148,816 shares
    Change vs previous 13F +22,880 shares

    2.28% of the 13F portfolio, value $6,906,551.

    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 125,936 shares
    Change vs previous 13F +59,524 shares

    2.18% of the 13F portfolio, value $5,833,356.

    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 66,412 shares
    Change vs previous 13F +26,779 shares

    1.32% of the 13F portfolio, value $3,059,601.

    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 39,633 shares
    Change vs previous 13F +10,493 shares

    0.8% of the 13F portfolio, value $1,808,057.

    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 29,140 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,351,805.

    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).