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Octavia Wealth Advisors, LLC: FDVV position timeline

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

Octavia Wealth Advisors, LLC held 22,721 FDVV 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 22,721 shares
    Change vs previous 13F -3,770 shares

    0.12% of the 13F portfolio, value $1,369,838.

    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 26,491 shares
    Change vs previous 13F +451 shares

    0.14% of the 13F portfolio, value $1,463,341.

    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 26,040 shares
    Change vs previous 13F +439 shares

    0.14% of the 13F portfolio, value $1,476,235.

    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 25,601 shares
    Change vs previous 13F +2,223 shares

    0.14% of the 13F portfolio, value $1,426,205.

    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 23,378 shares
    Change vs previous 13F -1,433 shares

    0.14% of the 13F portfolio, value $1,216,103.

    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 24,811 shares
    Change vs previous 13F +311 shares

    0.15% of the 13F portfolio, value $1,230,646.

    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 24,500 shares
    Change vs previous 13F +546 shares

    0.15% of the 13F portfolio, value $1,223,544.

    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 23,954 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,213,270.

    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).