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Octavia Wealth Advisors, LLC: SLYG position timeline

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

Octavia Wealth Advisors, LLC held 11,573 SLYG 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 11,573 shares
    Change vs previous 13F -178 shares

    0.12% of the 13F portfolio, value $1,378,712.

    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 11,751 shares
    Change vs previous 13F -160 shares

    0.11% of the 13F portfolio, value $1,135,385.

    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 11,911 shares
    Change vs previous 13F -1,012 shares

    0.11% of the 13F portfolio, value $1,121,923.

    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 12,923 shares
    Change vs previous 13F -13 shares

    0.12% of the 13F portfolio, value $1,218,722.

    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 12,936 shares
    Change vs previous 13F -1,303 shares

    0.13% of the 13F portfolio, value $1,148,090.

    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 14,239 shares
    Change vs previous 13F -396 shares

    0.14% of the 13F portfolio, value $1,181,859.

    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 14,635 shares
    Change vs previous 13F -795 shares

    0.16% of the 13F portfolio, value $1,322,234.

    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 15,430 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,436,731.

    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).