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Octavia Wealth Advisors, LLC: PG position timeline

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

Octavia Wealth Advisors, LLC held 40,438 PG 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 40,438 shares
    Change vs previous 13F -23,400 shares

    0.51% of the 13F portfolio, value $5,929,771.

    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 63,838 shares
    Change vs previous 13F +3,234 shares

    0.88% of the 13F portfolio, value $9,220,726.

    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 60,604 shares
    Change vs previous 13F -10,545 shares

    0.83% of the 13F portfolio, value $8,685,157.

    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 71,149 shares
    Change vs previous 13F +31,839 shares

    1.09% of the 13F portfolio, value $10,931,970.

    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 39,310 shares
    Change vs previous 13F -21,598 shares

    0.71% of the 13F portfolio, value $6,262,844.

    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 60,908 shares
    Change vs previous 13F +667 shares

    1.26% of the 13F portfolio, value $10,379,928.

    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 60,241 shares
    Change vs previous 13F +405 shares

    1.23% of the 13F portfolio, value $10,099,340.

    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 59,836 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $10,363,641.

    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).