Skip to content
Disclosery

Octavia Wealth Advisors, LLC: BIL position timeline

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

Octavia Wealth Advisors, LLC held 4,534 BIL 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 4,534 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $415,496.

    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 4,534 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $415,496.

    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 4,534 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $414,317.

    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 4,534 shares
    Change vs previous 13F -4,373 shares

    0.04% of the 13F portfolio, value $415,994.

    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 8,907 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $817,039.

    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 8,907 shares
    Change vs previous 13F +6,170 shares

    0.1% of the 13F portfolio, value $817,039.

    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 2,737 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $250,244.

    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).