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Octavia Wealth Advisors, LLC: SPMD position timeline

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

Octavia Wealth Advisors, LLC held 378,745 SPMD 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 378,745 shares
    Change vs previous 13F +13,823 shares

    2.21% of the 13F portfolio, value $25,588,012.

    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 364,922 shares
    Change vs previous 13F +172,496 shares

    2.07% of the 13F portfolio, value $21,610,658.

    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 192,426 shares
    Change vs previous 13F +11,873 shares

    1.06% of the 13F portfolio, value $11,143,409.

    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 180,553 shares
    Change vs previous 13F +6,833 shares

    1.03% of the 13F portfolio, value $10,325,851.

    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 173,720 shares
    Change vs previous 13F +1,789 shares

    1.07% of the 13F portfolio, value $9,446,914.

    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 171,931 shares
    Change vs previous 13F +28,201 shares

    1.07% of the 13F portfolio, value $8,799,433.

    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 143,730 shares
    Change vs previous 13F +9,566 shares

    0.95% of the 13F portfolio, value $7,860,601.

    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 134,164 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $7,336,092.

    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).