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Etesian Wealth Advisors, Inc.: ORI position timeline

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

Etesian Wealth Advisors, Inc. held 24,272 ORI 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 24,272 shares
    Change vs previous 13F -156 shares

    0.29% of the 13F portfolio, value $993,210.

    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 24,428 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $974,677.

    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 24,428 shares
    Change vs previous 13F -358 shares

    0.35% of the 13F portfolio, value $1,114,894.

    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 24,786 shares
    Change vs previous 13F -809 shares

    0.35% of the 13F portfolio, value $1,052,661.

    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 25,595 shares
    Change vs previous 13F -2,489 shares

    0.37% of the 13F portfolio, value $983,872.

    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 28,084 shares
    Change vs previous 13F -1,684 shares

    0.47% of the 13F portfolio, value $1,101,454.

    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 29,768 shares
    Change vs previous 13F -1,925 shares

    0.48% of the 13F portfolio, value $1,077,304.

    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 31,693 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,122,567.

    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).