Skip to content
Disclosery

Octavia Wealth Advisors, LLC: IJH position timeline

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

Octavia Wealth Advisors, LLC held 22,978 IJH 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 22,978 shares
    Change vs previous 13F +320 shares

    0.15% of the 13F portfolio, value $1,771,838.

    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 22,658 shares
    Change vs previous 13F -625 shares

    0.15% of the 13F portfolio, value $1,530,098.

    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 23,283 shares
    Change vs previous 13F +63 shares

    0.15% of the 13F portfolio, value $1,536,681.

    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 23,220 shares
    Change vs previous 13F -707 shares

    0.15% of the 13F portfolio, value $1,515,341.

    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 23,927 shares
    Change vs previous 13F -501 shares

    0.17% of the 13F portfolio, value $1,483,941.

    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 24,428 shares
    Change vs previous 13F +416 shares

    0.17% of the 13F portfolio, value $1,425,350.

    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 24,012 shares
    Change vs previous 13F -15 shares

    0.18% of the 13F portfolio, value $1,496,212.

    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 24,027 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,497,368.

    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).