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Octavia Wealth Advisors, LLC: KR position timeline

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

Octavia Wealth Advisors, LLC held 26,082 KR 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 26,082 shares
    Change vs previous 13F -6,848 shares

    0.13% of the 13F portfolio, value $1,448,339.

    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 32,930 shares
    Change vs previous 13F -464 shares

    0.23% of the 13F portfolio, value $2,382,798.

    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 33,394 shares
    Change vs previous 13F -21,281 shares

    0.2% of the 13F portfolio, value $2,086,455.

    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 54,675 shares
    Change vs previous 13F +29,587 shares

    0.37% of the 13F portfolio, value $3,685,615.

    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 25,088 shares
    Change vs previous 13F -5,941 shares

    0.2% of the 13F portfolio, value $1,799,550.

    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 31,029 shares
    Change vs previous 13F +6,295 shares

    0.26% of the 13F portfolio, value $2,100,332.

    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 24,734 shares
    Change vs previous 13F +13 shares

    0.18% of the 13F portfolio, value $1,512,510.

    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 24,721 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,416,533.

    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).