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Octavia Wealth Advisors, LLC: JQUA position timeline

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

Octavia Wealth Advisors, LLC held 7,249 JQUA 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 7,249 shares
    Change vs previous 13F -1,228 shares

    0.05% of the 13F portfolio, value $523,958.

    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 8,477 shares
    Change vs previous 13F -341,529 shares

    0.05% of the 13F portfolio, value $519,836.

    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 350,006 shares
    Change vs previous 13F +14,342 shares

    2.11% of the 13F portfolio, value $22,113,405.

    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 335,664 shares
    Change vs previous 13F +11,066 shares

    2.1% of the 13F portfolio, value $21,116,623.

    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 324,598 shares
    Change vs previous 13F +25,485 shares

    2.22% of the 13F portfolio, value $19,492,130.

    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 299,113 shares
    Change vs previous 13F -134,293 shares

    2.05% of the 13F portfolio, value $16,890,924.

    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 433,406 shares
    Change vs previous 13F -1,186 shares

    3.01% of the 13F portfolio, value $24,821,174.

    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 434,592 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $24,584,874.

    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).