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Octavia Wealth Advisors, LLC: IVOG position timeline

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

Octavia Wealth Advisors, LLC held 2,021 IVOG 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 2,021 shares
    Change vs previous 13F -524 shares

    0.03% of the 13F portfolio, value $295,672.

    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 2,545 shares
    Change vs previous 13F -131,690 shares

    0.03% of the 13F portfolio, value $318,188.

    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 134,235 shares
    Change vs previous 13F -14,444 shares

    1.54% of the 13F portfolio, value $16,135,119.

    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 148,679 shares
    Change vs previous 13F +4,817 shares

    1.77% of the 13F portfolio, value $17,763,857.

    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 143,862 shares
    Change vs previous 13F -17,851 shares

    1.85% of the 13F portfolio, value $16,260,724.

    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 161,713 shares
    Change vs previous 13F +15,603 shares

    2.03% of the 13F portfolio, value $16,683,907.

    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 146,110 shares
    Change vs previous 13F +835 shares

    2% of the 13F portfolio, value $16,465,149.

    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 145,275 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $16,652,873.

    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).