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Octavia Wealth Advisors, LLC: IVOV position timeline

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

Octavia Wealth Advisors, LLC held 2,216 IVOV 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 2,216 shares
    Change vs previous 13F -571 shares

    0.02% of the 13F portfolio, value $252,779.

    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 2,787 shares
    Change vs previous 13F -156,141 shares

    0.03% of the 13F portfolio, value $284,101.

    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 158,928 shares
    Change vs previous 13F -16,686 shares

    1.53% of the 13F portfolio, value $16,053,297.

    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 175,614 shares
    Change vs previous 13F +5,826 shares

    1.76% of the 13F portfolio, value $17,696,582.

    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 169,788 shares
    Change vs previous 13F -16,908 shares

    1.84% of the 13F portfolio, value $16,209,622.

    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 186,696 shares
    Change vs previous 13F +9,510 shares

    2.09% of the 13F portfolio, value $17,184,003.

    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 177,186 shares
    Change vs previous 13F -221 shares

    2.05% of the 13F portfolio, value $16,931,175.

    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 177,407 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $16,983,172.

    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).