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Octavia Wealth Advisors, LLC: GOOGL position timeline

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

Octavia Wealth Advisors, LLC held 98,255 GOOGL 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 98,255 shares
    Change vs previous 13F -3,764 shares

    3.03% of the 13F portfolio, value $35,113,433.

    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 102,019 shares
    Change vs previous 13F -2,567 shares

    2.81% of the 13F portfolio, value $29,336,589.

    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 104,586 shares
    Change vs previous 13F -10,161 shares

    3.13% of the 13F portfolio, value $32,735,472.

    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 114,747 shares
    Change vs previous 13F +6,606 shares

    2.78% of the 13F portfolio, value $27,895,115.

    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 108,141 shares
    Change vs previous 13F -5,905 shares

    2.17% of the 13F portfolio, value $19,057,651.

    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 114,046 shares
    Change vs previous 13F +3,183 shares

    2.14% of the 13F portfolio, value $17,636,118.

    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 110,863 shares
    Change vs previous 13F -461 shares

    2.55% of the 13F portfolio, value $20,986,332.

    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 111,324 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $18,463,091.

    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).