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Octavia Wealth Advisors, LLC: AMZN position timeline

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

Octavia Wealth Advisors, LLC held 86,221 AMZN 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 86,221 shares
    Change vs previous 13F -3,731 shares

    1.77% of the 13F portfolio, value $20,549,913.

    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 89,952 shares
    Change vs previous 13F -460 shares

    1.79% of the 13F portfolio, value $18,734,303.

    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 90,412 shares
    Change vs previous 13F -4,297 shares

    1.99% of the 13F portfolio, value $20,868,898.

    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 94,709 shares
    Change vs previous 13F +2,451 shares

    2.07% of the 13F portfolio, value $20,795,255.

    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 92,258 shares
    Change vs previous 13F -2,537 shares

    2.3% of the 13F portfolio, value $20,240,483.

    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 94,795 shares
    Change vs previous 13F -1,197 shares

    2.19% of the 13F portfolio, value $18,035,697.

    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 95,992 shares
    Change vs previous 13F -4,369 shares

    2.56% of the 13F portfolio, value $21,059,685.

    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 100,361 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $18,700,265.

    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).