Octavia Wealth Advisors, LLC: DBMF position timeline

Octavia Wealth Advisors, LLC held 14,038 DBMF 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 14,038 shares

   Change vs previous 13F +2,962 shares

   0.04% of the 13F portfolio, value $429,690.

   13F-HR 0001951757-26-001006 filed by Octavia Wealth Advisors, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 11,076 shares

   Change vs previous 13F +3,485 shares

   0.03% of the 13F portfolio, value $333,933.

   13F-HR 0001951757-26-000570 filed by Octavia Wealth Advisors, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,591 shares

   Change vs previous 13F +7,591 shares

   0.02% of the 13F portfolio, value $213,000.

   13F-HR 0001951757-26-000282 filed by Octavia Wealth Advisors, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -8,358 shares

   13F-HR 0001951757-25-000867 filed by Octavia Wealth Advisors, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 8,358 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $211,127.

   13F-HR 0001951757-25-000357 filed by Octavia Wealth Advisors, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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