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Octavia Wealth Advisors, LLC: DUK position timeline

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

Octavia Wealth Advisors, LLC held 3,910 DUK 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 3,910 shares
    Change vs previous 13F -1,555 shares

    0.04% of the 13F portfolio, value $494,981.

    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 5,465 shares
    Change vs previous 13F +447 shares

    0.07% of the 13F portfolio, value $715,612.

    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 5,018 shares
    Change vs previous 13F -382 shares

    0.06% of the 13F portfolio, value $588,152.

    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 5,400 shares
    Change vs previous 13F +1,598 shares

    0.07% of the 13F portfolio, value $668,294.

    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 3,802 shares
    Change vs previous 13F -1,063 shares

    0.05% of the 13F portfolio, value $448,638.

    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 4,865 shares
    Change vs previous 13F -34 shares

    0.07% of the 13F portfolio, value $593,401.

    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 4,899 shares
    Change vs previous 13F +14 shares

    0.06% of the 13F portfolio, value $527,775.

    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 4,885 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $563,233.

    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).