Skip to content
Disclosery

Octavia Wealth Advisors, LLC: FVD position timeline

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

Octavia Wealth Advisors, LLC held 15,240 FVD 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 15,240 shares
    Change vs previous 13F -1,386 shares

    0.06% of the 13F portfolio, value $734,263.

    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 16,626 shares
    Change vs previous 13F -142 shares

    0.07% of the 13F portfolio, value $781,922.

    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 16,768 shares
    Change vs previous 13F -8,717 shares

    0.07% of the 13F portfolio, value $772,669.

    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 25,485 shares
    Change vs previous 13F +7,903 shares

    0.12% of the 13F portfolio, value $1,178,448.

    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 17,582 shares
    Change vs previous 13F -3,724 shares

    0.09% of the 13F portfolio, value $785,915.

    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 21,306 shares
    Change vs previous 13F -2,317 shares

    0.12% of the 13F portfolio, value $950,023.

    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 23,623 shares
    Change vs previous 13F -965 shares

    0.13% of the 13F portfolio, value $1,030,897.

    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 24,588 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,118,496.

    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).