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Etesian Wealth Advisors, Inc.: USFR position timeline

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

Etesian Wealth Advisors, Inc. held 319,338 USFR 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 319,338 shares
    Change vs previous 13F -41,724 shares

    4.75% of the 13F portfolio, value $16,078,693.

    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 361,062 shares
    Change vs previous 13F -61,228 shares

    5.8% of the 13F portfolio, value $18,175,860.

    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 422,290 shares
    Change vs previous 13F +7,363 shares

    6.66% of the 13F portfolio, value $21,249,619.

    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 414,927 shares
    Change vs previous 13F +161,018 shares

    6.89% of the 13F portfolio, value $20,858,359.

    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 253,909 shares
    Change vs previous 13F +143,628 shares

    4.76% of the 13F portfolio, value $12,774,178.

    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 110,281 shares
    Change vs previous 13F +7,622 shares

    2.39% of the 13F portfolio, value $5,550,427.

    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 102,659 shares
    Change vs previous 13F +20,874 shares

    2.28% of the 13F portfolio, value $5,165,800.

    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 81,785 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $4,107,267.

    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).