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Octavia Wealth Advisors, LLC: CINF position timeline

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

Octavia Wealth Advisors, LLC held 6,545 CINF 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 6,545 shares
    Change vs previous 13F -8,769 shares

    0.11% of the 13F portfolio, value $1,217,894.

    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 15,314 shares
    Change vs previous 13F +2,331 shares

    0.23% of the 13F portfolio, value $2,424,126.

    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 12,983 shares
    Change vs previous 13F -97 shares

    0.2% of the 13F portfolio, value $2,131,079.

    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 13,080 shares
    Change vs previous 13F +7,032 shares

    0.21% of the 13F portfolio, value $2,079,363.

    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 6,048 shares
    Change vs previous 13F -6,583 shares

    0.1% of the 13F portfolio, value $905,944.

    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 12,631 shares
    Change vs previous 13F -577 shares

    0.23% of the 13F portfolio, value $1,876,833.

    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 13,208 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,908,663.

    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 13,208 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,808,531.

    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).