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Octavia Wealth Advisors, LLC: FBND position timeline

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

Octavia Wealth Advisors, LLC held 2,053,945 FBND 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 2,053,945 shares
    Change vs previous 13F +134,935 shares

    8.1% of the 13F portfolio, value $93,780,416.

    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 1,919,010 shares
    Change vs previous 13F +178,021 shares

    8.4% of the 13F portfolio, value $87,886,608.

    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 1,740,989 shares
    Change vs previous 13F +178,709 shares

    7.7% of the 13F portfolio, value $80,616,917.

    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 1,562,280 shares
    Change vs previous 13F +101,339 shares

    7.21% of the 13F portfolio, value $72,501,715.

    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 1,460,941 shares
    Change vs previous 13F -12,725 shares

    7.63% of the 13F portfolio, value $67,094,421.

    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 1,473,666 shares
    Change vs previous 13F +10,067 shares

    8.2% of the 13F portfolio, value $67,542,525.

    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 1,463,599 shares
    Change vs previous 13F +81,526 shares

    8.01% of the 13F portfolio, value $66,018,372.

    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 1,382,073 shares
    Change vs previous 13F not available

    7.99% of the 13F portfolio, value $64,830,169.

    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).