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Etesian Wealth Advisors, Inc.: SHYG position timeline

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

Etesian Wealth Advisors, Inc. held 66,105 SHYG 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 66,105 shares
    Change vs previous 13F -517 shares

    0.83% of the 13F portfolio, value $2,803,513.

    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 66,622 shares
    Change vs previous 13F +970 shares

    0.9% of the 13F portfolio, value $2,818,770.

    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 65,652 shares
    Change vs previous 13F +3,286 shares

    0.88% of the 13F portfolio, value $2,814,482.

    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 62,366 shares
    Change vs previous 13F +4,976 shares

    0.89% of the 13F portfolio, value $2,700,459.

    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 57,390 shares
    Change vs previous 13F +8,155 shares

    0.92% of the 13F portfolio, value $2,475,806.

    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 49,235 shares
    Change vs previous 13F +7,206 shares

    0.9% of the 13F portfolio, value $2,093,475.

    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 42,029 shares
    Change vs previous 13F +3,256 shares

    0.79% of the 13F portfolio, value $1,790,863.

    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 38,773 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,683,514.

    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).