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Octavia Wealth Advisors, LLC: IEMG position timeline

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

Octavia Wealth Advisors, LLC held 780,613 IEMG 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 780,613 shares
    Change vs previous 13F +19,927 shares

    5.58% of the 13F portfolio, value $64,666,015.

    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 760,686 shares
    Change vs previous 13F -16,077 shares

    5.07% of the 13F portfolio, value $53,057,828.

    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 776,763 shares
    Change vs previous 13F +24,697 shares

    4.99% of the 13F portfolio, value $52,214,033.

    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 752,066 shares
    Change vs previous 13F +17,812 shares

    4.93% of the 13F portfolio, value $49,576,178.

    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 734,254 shares
    Change vs previous 13F +5,152 shares

    5.01% of the 13F portfolio, value $44,077,279.

    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 729,102 shares
    Change vs previous 13F -1,482 shares

    4.78% of the 13F portfolio, value $39,349,633.

    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 730,584 shares
    Change vs previous 13F +17,021 shares

    4.63% of the 13F portfolio, value $38,151,105.

    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 713,563 shares
    Change vs previous 13F not available

    5.05% of the 13F portfolio, value $40,965,639.

    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).