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Octavia Wealth Advisors, LLC: PM position timeline

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

Octavia Wealth Advisors, LLC held 20,383 PM 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 20,383 shares
    Change vs previous 13F -310 shares

    0.32% of the 13F portfolio, value $3,717,464.

    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 20,693 shares
    Change vs previous 13F -2,601 shares

    0.33% of the 13F portfolio, value $3,451,736.

    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 23,294 shares
    Change vs previous 13F -9 shares

    0.36% of the 13F portfolio, value $3,769,439.

    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 23,303 shares
    Change vs previous 13F -625 shares

    0.38% of the 13F portfolio, value $3,779,779.

    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 23,928 shares
    Change vs previous 13F +332 shares

    0.5% of the 13F portfolio, value $4,390,353.

    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 23,596 shares
    Change vs previous 13F -2,245 shares

    0.46% of the 13F portfolio, value $3,777,263.

    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 25,841 shares
    Change vs previous 13F -180 shares

    0.38% of the 13F portfolio, value $3,144,811.

    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 26,021 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,194,140.

    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).