Skip to content
Disclosery

Octavia Wealth Advisors, LLC: ENB position timeline

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

Octavia Wealth Advisors, LLC held 6,477 ENB 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 6,477 shares
    Change vs previous 13F -1,008 shares

    0.03% of the 13F portfolio, value $351,118.

    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 7,485 shares
    Change vs previous 13F -76 shares

    0.04% of the 13F portfolio, value $405,238.

    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 7,561 shares
    Change vs previous 13F -442 shares

    0.03% of the 13F portfolio, value $361,643.

    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 8,003 shares
    Change vs previous 13F +2,439 shares

    0.04% of the 13F portfolio, value $403,856.

    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 5,564 shares
    Change vs previous 13F -1,880 shares

    0.03% of the 13F portfolio, value $252,160.

    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 7,444 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $329,844.

    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 7,444 shares
    Change vs previous 13F -283 shares

    0.04% of the 13F portfolio, value $315,849.

    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 7,727 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $313,793.

    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).