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Octavia Wealth Advisors, LLC: IAGG position timeline

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

Octavia Wealth Advisors, LLC held 203,872 IAGG 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 203,872 shares
    Change vs previous 13F +12,530 shares

    0.89% of the 13F portfolio, value $10,315,906.

    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 191,342 shares
    Change vs previous 13F -32,122 shares

    0.92% of the 13F portfolio, value $9,574,754.

    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 223,464 shares
    Change vs previous 13F +15,337 shares

    1.07% of the 13F portfolio, value $11,175,421.

    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 208,127 shares
    Change vs previous 13F +13,020 shares

    1.06% of the 13F portfolio, value $10,662,329.

    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 195,107 shares
    Change vs previous 13F -18,478 shares

    1.13% of the 13F portfolio, value $9,967,999.

    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 213,585 shares
    Change vs previous 13F -145,655 shares

    1.3% of the 13F portfolio, value $10,677,113.

    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 359,240 shares
    Change vs previous 13F +16,192 shares

    2.18% of the 13F portfolio, value $17,933,269.

    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 343,048 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $17,776,747.

    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).