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Octavia Wealth Advisors, LLC: NVDA position timeline

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

Octavia Wealth Advisors, LLC held 133,717 NVDA 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 133,717 shares
    Change vs previous 13F -13,510 shares

    2.31% of the 13F portfolio, value $26,755,348.

    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 147,227 shares
    Change vs previous 13F -1,631 shares

    2.46% of the 13F portfolio, value $25,677,914.

    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 148,858 shares
    Change vs previous 13F -5,629 shares

    2.65% of the 13F portfolio, value $27,762,084.

    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 154,487 shares
    Change vs previous 13F +8,531 shares

    2.87% of the 13F portfolio, value $28,825,644.

    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 145,956 shares
    Change vs previous 13F -10,238 shares

    2.62% of the 13F portfolio, value $23,061,063.

    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 156,194 shares
    Change vs previous 13F -1,222 shares

    2.06% of the 13F portfolio, value $16,929,866.

    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 157,416 shares
    Change vs previous 13F -2,955 shares

    2.57% of the 13F portfolio, value $21,139,397.

    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 160,371 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $19,477,054.

    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).