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Etesian Wealth Advisors, Inc.: VNQ position timeline

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

Etesian Wealth Advisors, Inc. held 17,291 VNQ 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 17,291 shares
    Change vs previous 13F -2,006 shares

    0.49% of the 13F portfolio, value $1,667,371.

    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 19,297 shares
    Change vs previous 13F -1,028 shares

    0.55% of the 13F portfolio, value $1,711,644.

    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 20,325 shares
    Change vs previous 13F -1,701 shares

    0.56% of the 13F portfolio, value $1,798,559.

    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 22,026 shares
    Change vs previous 13F -1,948 shares

    0.67% of the 13F portfolio, value $2,013,617.

    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 23,974 shares
    Change vs previous 13F +1,326 shares

    0.8% of the 13F portfolio, value $2,135,132.

    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 22,648 shares
    Change vs previous 13F +18 shares

    0.88% of the 13F portfolio, value $2,050,505.

    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 22,630 shares
    Change vs previous 13F +659 shares

    0.89% of the 13F portfolio, value $2,015,873.

    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 21,971 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,140,404.

    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).