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Octavia Wealth Advisors, LLC: IEFA position timeline

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

Octavia Wealth Advisors, LLC held 495,563 IEFA 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 495,563 shares
    Change vs previous 13F +35,723 shares

    4.13% of the 13F portfolio, value $47,861,466.

    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 459,840 shares
    Change vs previous 13F +272,170 shares

    3.98% of the 13F portfolio, value $41,629,327.

    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 187,670 shares
    Change vs previous 13F +11,930 shares

    1.6% of the 13F portfolio, value $16,788,970.

    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 175,740 shares
    Change vs previous 13F +6,063 shares

    1.53% of the 13F portfolio, value $15,343,850.

    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 169,677 shares
    Change vs previous 13F -3,582 shares

    1.61% of the 13F portfolio, value $14,164,627.

    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 173,259 shares
    Change vs previous 13F -28,846 shares

    1.59% of the 13F portfolio, value $13,107,041.

    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 202,105 shares
    Change vs previous 13F +20,231 shares

    1.72% of the 13F portfolio, value $14,203,937.

    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 181,874 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $14,195,243.

    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).