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Octavia Wealth Advisors, LLC: IMTB position timeline

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

Octavia Wealth Advisors, LLC held 494,673 IMTB 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 494,673 shares
    Change vs previous 13F +29,457 shares

    1.86% of the 13F portfolio, value $21,573,547.

    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 465,216 shares
    Change vs previous 13F -203,861 shares

    1.95% of the 13F portfolio, value $20,385,759.

    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 669,077 shares
    Change vs previous 13F +50,635 shares

    2.82% of the 13F portfolio, value $29,573,204.

    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 618,442 shares
    Change vs previous 13F +37,381 shares

    2.72% of the 13F portfolio, value $27,339,293.

    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 581,061 shares
    Change vs previous 13F +96,360 shares

    2.88% of the 13F portfolio, value $25,351,676.

    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 484,701 shares
    Change vs previous 13F +268,451 shares

    2.55% of the 13F portfolio, value $21,036,716.

    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 216,250 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $9,178,582.

    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).