Octavia Wealth Advisors, LLC: SNOV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Octavia Wealth Advisors, LLC on SNOV, newest first. How the timeline and the estimate are built.
Octavia Wealth Advisors, LLC held 12,363 SNOV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 12,363 sharesChange vs previous 13F -1,199 shares
0.03% of the 13F portfolio, value $334,975.
13F-HR 0001951757-26-001006 filed by Octavia Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,562 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $336,548.
13F-HR 0001951757-26-000570 filed by Octavia Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,562 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $335,253.
13F-HR 0001951757-26-000282 filed by Octavia Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,562 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $335,276.
13F-HR 0001951757-25-001222 filed by Octavia Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,562 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $313,282.
13F-HR 0001951757-25-000867 filed by Octavia Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,562 sharesChange vs previous 13F -444 shares
0.04% of the 13F portfolio, value $299,178.
13F-HR 0001951757-25-000357 filed by Octavia Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,006 sharesChange vs previous 13F +1,967 shares
0.04% of the 13F portfolio, value $323,539.
13F-HR 0001951757-25-000050 filed by Octavia Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,039 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $275,452.
13F-HR 0001951757-24-001004 filed by Octavia Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).