Skip to content
Disclosery

Octavia Wealth Advisors, LLC: LYG position timeline

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

Octavia Wealth Advisors, LLC held 13,973 LYG 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 13,973 shares
    Change vs previous 13F -505 shares

    0.01% of the 13F portfolio, value $81,463.

    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 14,478 shares
    Change vs previous 13F -11,178 shares

    0.01% of the 13F portfolio, value $72,824.

    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 25,656 shares
    Change vs previous 13F -486 shares

    0.01% of the 13F portfolio, value $135,977.

    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 26,142 shares
    Change vs previous 13F +1,524 shares

    0.01% of the 13F portfolio, value $118,685.

    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 24,618 shares
    Change vs previous 13F -96 shares

    0.01% of the 13F portfolio, value $104,626.

    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 24,714 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $94,407.

    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 24,714 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $67,222.

    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 24,714 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $77,108.

    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).