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Octavia Wealth Advisors, LLC: AGOX position timeline

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

Octavia Wealth Advisors, LLC held 271,431 AGOX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 271,431 shares
    Change vs previous 13F +27,010 shares

    0.81% of the 13F portfolio, value $9,407,796.

    13F-HR 0001951757-26-001006 filed by Octavia 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 244,421 shares
    Change vs previous 13F -645,802 shares

    0.62% of the 13F portfolio, value $6,506,477.

    13F-HR 0001951757-26-000570 filed by Octavia 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 890,223 shares
    Change vs previous 13F +42,565 shares

    2.43% of the 13F portfolio, value $25,424,779.

    13F-HR 0001951757-26-000282 filed by Octavia 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 847,658 shares
    Change vs previous 13F +30,190 shares

    2.59% of the 13F portfolio, value $26,019,969.

    13F-HR 0001951757-25-001222 filed by Octavia 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 817,468 shares
    Change vs previous 13F -24,701 shares

    2.75% of the 13F portfolio, value $24,181,283.

    13F-HR 0001951757-25-000867 filed by Octavia 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 842,169 shares
    Change vs previous 13F +33,717 shares

    2.5% of the 13F portfolio, value $20,604,176.

    13F-HR 0001951757-25-000357 filed by Octavia 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 808,452 shares
    Change vs previous 13F +20,147 shares

    2.66% of the 13F portfolio, value $21,955,770.

    13F-HR 0001951757-25-000050 filed by Octavia Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 788,305 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $22,744,577.

    13F-HR 0001951757-24-001004 filed by Octavia Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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