Skip to content
Disclosery

Navis Wealth Advisors, LLC: OCTT position timeline

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

Navis Wealth Advisors, LLC held 11,381 OCTT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,381 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $530,364.

    13F-HR 0001951757-26-001266 filed by Navis Wealth Advisors, LLC
    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 11,381 shares
    Change vs previous 13F +2,760 shares

    0.25% of the 13F portfolio, value $481,652.

    13F-HR 0001951757-26-000882 filed by Navis Wealth Advisors, LLC
    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 8,621 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $375,138.

    13F-HR 0001951757-26-000437 filed by Navis Wealth Advisors, LLC
    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 8,621 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $367,384.

    13F-HR 0001951757-25-001436 filed by Navis Wealth Advisors, LLC
    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 8,621 shares
    Change vs previous 13F -700 shares

    0.29% of the 13F portfolio, value $346,047.

    13F-HR 0001951757-25-001085 filed by Navis Wealth Advisors, LLC
    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 9,321 shares
    Change vs previous 13F +3,937 shares

    0.34% of the 13F portfolio, value $346,925.

    13F-HR 0001951757-25-000428 filed by Navis Wealth Advisors, LLC
    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 5,384 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $205,758.

    13F-HR 0001951757-25-000085 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).