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Octavia Wealth Advisors, LLC: IVOO position timeline

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

Octavia Wealth Advisors, LLC held 15,028 IVOO 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 15,028 shares
    Change vs previous 13F -768 shares

    0.17% of the 13F portfolio, value $1,959,690.

    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 15,796 shares
    Change vs previous 13F -2 shares

    0.17% of the 13F portfolio, value $1,805,787.

    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 15,798 shares
    Change vs previous 13F -550 shares

    0.17% of the 13F portfolio, value $1,766,168.

    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 16,348 shares
    Change vs previous 13F -802 shares

    0.18% of the 13F portfolio, value $1,804,439.

    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 17,150 shares
    Change vs previous 13F -429 shares

    0.2% of the 13F portfolio, value $1,800,382.

    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 17,579 shares
    Change vs previous 13F +5 shares

    0.21% of the 13F portfolio, value $1,735,055.

    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 17,574 shares
    Change vs previous 13F -54 shares

    0.22% of the 13F portfolio, value $1,854,087.

    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 17,628 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,868,418.

    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).