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Octavia Wealth Advisors, LLC: SPYG position timeline

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

Octavia Wealth Advisors, LLC held 1,400,992 SPYG 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 1,400,992 shares
    Change vs previous 13F +12,275 shares

    14.39% of the 13F portfolio, value $166,704,032.

    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 1,388,717 shares
    Change vs previous 13F +284,434 shares

    13% of the 13F portfolio, value $135,969,272.

    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 1,104,283 shares
    Change vs previous 13F +57,478 shares

    11.25% of the 13F portfolio, value $117,827,019.

    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 1,046,805 shares
    Change vs previous 13F +14,900 shares

    10.89% of the 13F portfolio, value $109,401,592.

    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 1,031,905 shares
    Change vs previous 13F -9,132 shares

    11.19% of the 13F portfolio, value $98,361,225.

    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 1,041,037 shares
    Change vs previous 13F +232,484 shares

    10.16% of the 13F portfolio, value $83,668,137.

    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 808,553 shares
    Change vs previous 13F +14,436 shares

    8.62% of the 13F portfolio, value $71,071,793.

    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 794,117 shares
    Change vs previous 13F not available

    8.12% of the 13F portfolio, value $65,864,097.

    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).