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Etesian Wealth Advisors, Inc.: SMA position timeline

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

Etesian Wealth Advisors, Inc. held 7,903 SMA 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 7,903 shares
    Change vs previous 13F -4,740 shares

    0.08% of the 13F portfolio, value $256,848.

    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 12,643 shares
    Change vs previous 13F -9,030 shares

    0.12% of the 13F portfolio, value $382,830.

    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 21,673 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $670,563.

    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).