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Etesian Wealth Advisors, Inc.: SPYM position timeline

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

Etesian Wealth Advisors, Inc. held 82,399 SPYM 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 82,399 shares
    Change vs previous 13F +2,758 shares

    2.14% of the 13F portfolio, value $7,241,246.

    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 79,641 shares
    Change vs previous 13F +4,688 shares

    1.94% of the 13F portfolio, value $6,095,758.

    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 74,953 shares
    Change vs previous 13F +11,208 shares

    1.89% of the 13F portfolio, value $6,012,745.

    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 63,745 shares
    Change vs previous 13F +17,404 shares

    1.65% of the 13F portfolio, value $4,993,793.

    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 46,341 shares
    Change vs previous 13F +16,190 shares

    1.26% of the 13F portfolio, value $3,368,548.

    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 30,151 shares
    Change vs previous 13F +11,623 shares

    0.85% of the 13F portfolio, value $1,982,720.

    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 18,528 shares
    Change vs previous 13F +6,966 shares

    0.56% of the 13F portfolio, value $1,277,320.

    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 11,562 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $780,551.

    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).