Etesian Wealth Advisors, Inc.: XHLF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Etesian Wealth Advisors, Inc. on XHLF, newest first. How the timeline and the estimate are built.
Etesian Wealth Advisors, Inc. held 0 XHLF shares at 2025-09-30 per its 13F-HR filed 2025-10-23.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -4,776 shares
13F-HR 0002085853-25-000147 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 4,776 sharesChange vs previous 13F -1,626 shares
0.09% of the 13F portfolio, value $240,424.
13F-HR 0001667731-25-000935 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,402 sharesChange vs previous 13F -3,410 shares
0.14% of the 13F portfolio, value $322,373.
13F-HR 0001667731-25-000509 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,812 sharesChange vs previous 13F -199 shares
0.22% of the 13F portfolio, value $492,366.
13F-HR 0001667731-25-000139 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,011 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $504,955.
13F-HR 0001997586-24-000011 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).