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Etesian Wealth Advisors, Inc.

SEC CIK
0001997586
Latest filing
Jul 23, 2026

SMA holding history

SmartStop Self Storage REIT, Inc. in every 13F filed by Etesian Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMA overviewAll 13F holders of SMAFull Q2 2026 holdings

Shares (Q2 2026)
7,903
Value
$256.8K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of SMA by Etesian Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,903$256.8K0.1%−4,740−37.5%ReducedHolders
Q1 202612,643$382.8K0.1%−9,030−41.7%ReducedHolders
Q4 202521,673$670.6K0.2%+21,673NewHolders