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Etesian Wealth Advisors, Inc.: SCHE position timeline

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

Etesian Wealth Advisors, Inc. held 77,017 SCHE 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 77,017 shares
    Change vs previous 13F -1,322 shares

    0.83% of the 13F portfolio, value $2,792,653.

    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 78,339 shares
    Change vs previous 13F +1,200 shares

    0.82% of the 13F portfolio, value $2,581,260.

    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 77,139 shares
    Change vs previous 13F +408 shares

    0.79% of the 13F portfolio, value $2,526,292.

    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 76,731 shares
    Change vs previous 13F +1,484 shares

    0.85% of the 13F portfolio, value $2,560,509.

    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 75,247 shares
    Change vs previous 13F -8,838 shares

    0.85% of the 13F portfolio, value $2,267,940.

    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 84,085 shares
    Change vs previous 13F -3,261 shares

    1% of the 13F portfolio, value $2,318,228.

    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 87,346 shares
    Change vs previous 13F +2,712 shares

    1.03% of the 13F portfolio, value $2,326,028.

    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 84,634 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,469,614.

    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).