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Etesian Wealth Advisors, Inc.: VYM position timeline

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

Etesian Wealth Advisors, Inc. held 32,323 VYM 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 32,323 shares
    Change vs previous 13F +7,733 shares

    1.51% of the 13F portfolio, value $5,108,004.

    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 24,590 shares
    Change vs previous 13F +6,273 shares

    1.16% of the 13F portfolio, value $3,641,779.

    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 18,317 shares
    Change vs previous 13F +6,092 shares

    0.82% of the 13F portfolio, value $2,628,856.

    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 12,225 shares
    Change vs previous 13F +6,225 shares

    0.57% of the 13F portfolio, value $1,723,114.

    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 6,000 shares
    Change vs previous 13F +306 shares

    0.3% of the 13F portfolio, value $799,860.

    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 5,694 shares
    Change vs previous 13F +384 shares

    0.32% of the 13F portfolio, value $734,298.

    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 5,310 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $677,503.

    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).