Skip to content
Disclosery

Octavia Wealth Advisors, LLC: FLOT position timeline

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

Octavia Wealth Advisors, LLC held 24,851 FLOT 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 24,851 shares
    Change vs previous 13F -5,176 shares

    0.11% of the 13F portfolio, value $1,268,637.

    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 30,027 shares
    Change vs previous 13F +2,097 shares

    0.15% of the 13F portfolio, value $1,529,901.

    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 27,930 shares
    Change vs previous 13F -401 shares

    0.14% of the 13F portfolio, value $1,420,536.

    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 28,331 shares
    Change vs previous 13F +1,628 shares

    0.14% of the 13F portfolio, value $1,447,293.

    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 26,703 shares
    Change vs previous 13F -3,014 shares

    0.15% of the 13F portfolio, value $1,362,395.

    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 29,717 shares
    Change vs previous 13F -1,192 shares

    0.18% of the 13F portfolio, value $1,517,069.

    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 30,909 shares
    Change vs previous 13F -4,214 shares

    0.19% of the 13F portfolio, value $1,572,632.

    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 35,123 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,792,681.

    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).