Ownership history in Etesian Wealth Advisors, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 30,251 | -682 | -2.2% | 2.58% | $8.2M | $271.61 |
| 2025 Q3 | REDUCED | 30,933 | -502 | -1.6% | 2.60% | $7.9M | $254.15 |
| 2025 Q2 | REDUCED | 31,435 | -186 | -0.6% | 2.41% | $6.4M | $204.55 |
| 2025 Q1 | REDUCED | 31,621 | -1,838 | -5.5% | 3.03% | $7.0M | $221.17 |
| 2024 Q4 | REDUCED | 33,459 | -784 | -2.3% | 3.71% | $8.4M | $249.06 |
| 2024 Q3 | ADDED | 34,243 | +796 | +2.4% | 3.61% | $8.0M | $231.48 |
| 2024 Q2 | ADDED | 33,447 | +1,317 | +4.1% | 3.96% | $7.0M | $209.00 |
| 2024 Q1 | REDUCED | 32,130 | -260 | -0.8% | 3.16% | $5.5M | $169.93 |
| 2023 Q4 | REDUCED | 32,390 | -345 | -1.1% | 3.77% | $6.3M | $190.55 |
| 2023 Q3 | INITIATED | 32,735 | — | — | 3.10% | $4.3M | — |
As of 2025 Q4 — sorted by position size