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Octavia Wealth Advisors, LLC: PEP position timeline

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

Octavia Wealth Advisors, LLC held 12,025 PEP 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 12,025 shares
    Change vs previous 13F -3,646 shares

    0.14% of the 13F portfolio, value $1,628,522.

    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 15,671 shares
    Change vs previous 13F +4 shares

    0.23% of the 13F portfolio, value $2,433,577.

    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 15,667 shares
    Change vs previous 13F -349 shares

    0.22% of the 13F portfolio, value $2,270,722.

    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 16,016 shares
    Change vs previous 13F +1,238 shares

    0.22% of the 13F portfolio, value $2,249,292.

    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 14,778 shares
    Change vs previous 13F -1,472 shares

    0.22% of the 13F portfolio, value $1,951,269.

    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 16,250 shares
    Change vs previous 13F -3,175 shares

    0.3% of the 13F portfolio, value $2,436,596.

    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 19,425 shares
    Change vs previous 13F +1,448 shares

    0.36% of the 13F portfolio, value $2,979,990.

    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 17,977 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,057,208.

    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).