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Octavia Wealth Advisors, LLC: IDHQ position timeline

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

Octavia Wealth Advisors, LLC held 27,732 IDHQ 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 27,732 shares
    Change vs previous 13F -25 shares

    0.1% of the 13F portfolio, value $1,212,166.

    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 27,757 shares
    Change vs previous 13F -303 shares

    0.09% of the 13F portfolio, value $981,760.

    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 28,060 shares
    Change vs previous 13F -137 shares

    0.09% of the 13F portfolio, value $986,323.

    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 28,197 shares
    Change vs previous 13F +1,074 shares

    0.09% of the 13F portfolio, value $948,828.

    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 27,123 shares
    Change vs previous 13F -71 shares

    0.1% of the 13F portfolio, value $894,517.

    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 27,194 shares
    Change vs previous 13F +469 shares

    0.1% of the 13F portfolio, value $814,193.

    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 26,725 shares
    Change vs previous 13F +2,076 shares

    0.09% of the 13F portfolio, value $756,840.

    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 24,649 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $782,862.

    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).