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Etesian Wealth Advisors, Inc.: LQD position timeline

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

Etesian Wealth Advisors, Inc. held 2,958 LQD 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 2,958 shares
    Change vs previous 13F -856 shares

    0.1% of the 13F portfolio, value $322,629.

    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 3,814 shares
    Change vs previous 13F -143 shares

    0.13% of the 13F portfolio, value $415,688.

    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 3,957 shares
    Change vs previous 13F -1,695 shares

    0.14% of the 13F portfolio, value $436,022.

    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 5,652 shares
    Change vs previous 13F -734 shares

    0.21% of the 13F portfolio, value $630,028.

    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 6,386 shares
    Change vs previous 13F -2,540 shares

    0.26% of the 13F portfolio, value $699,969.

    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 8,926 shares
    Change vs previous 13F -645 shares

    0.42% of the 13F portfolio, value $970,167.

    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 9,571 shares
    Change vs previous 13F -199 shares

    0.45% of the 13F portfolio, value $1,022,566.

    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 9,770 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,103,815.

    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).