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Octavia Wealth Advisors, LLC: NKE position timeline

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

Octavia Wealth Advisors, LLC held 11,886 NKE 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 11,886 shares
    Change vs previous 13F -7,342 shares

    0.04% of the 13F portfolio, value $492,787.

    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 19,228 shares
    Change vs previous 13F -177 shares

    0.1% of the 13F portfolio, value $1,023,506.

    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 19,405 shares
    Change vs previous 13F -134 shares

    0.12% of the 13F portfolio, value $1,240,239.

    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 19,539 shares
    Change vs previous 13F +1,861 shares

    0.14% of the 13F portfolio, value $1,370,245.

    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 17,678 shares
    Change vs previous 13F -2,571 shares

    0.14% of the 13F portfolio, value $1,262,918.

    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 20,249 shares
    Change vs previous 13F +1,424 shares

    0.16% of the 13F portfolio, value $1,293,227.

    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 18,825 shares
    Change vs previous 13F +1,542 shares

    0.17% of the 13F portfolio, value $1,431,770.

    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 17,283 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,533,853.

    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).