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Octavia Wealth Advisors, LLC: ANGL position timeline

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

Octavia Wealth Advisors, LLC held 12,895 ANGL 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 12,895 shares
    Change vs previous 13F -571 shares

    0.03% of the 13F portfolio, value $377,048.

    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 13,466 shares
    Change vs previous 13F -141,713 shares

    0.04% of the 13F portfolio, value $386,729.

    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 155,179 shares
    Change vs previous 13F +5,780 shares

    0.44% of the 13F portfolio, value $4,556,821.

    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 149,399 shares
    Change vs previous 13F +4,124 shares

    0.44% of the 13F portfolio, value $4,441,627.

    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 145,275 shares
    Change vs previous 13F -199,007 shares

    0.48% of the 13F portfolio, value $4,253,639.

    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 344,282 shares
    Change vs previous 13F +31,121 shares

    1.21% of the 13F portfolio, value $9,935,983.

    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 313,161 shares
    Change vs previous 13F +16,746 shares

    1.09% of the 13F portfolio, value $8,978,331.

    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 296,415 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $8,717,558.

    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).