Skip to content
Disclosery

Octavia Wealth Advisors, LLC: SPYV position timeline

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

Octavia Wealth Advisors, LLC held 2,818,236 SPYV 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 2,818,236 shares
    Change vs previous 13F +95,617 shares

    14.79% of the 13F portfolio, value $171,320,552.

    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 2,722,619 shares
    Change vs previous 13F +433,122 shares

    14.73% of the 13F portfolio, value $154,045,792.

    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 2,289,497 shares
    Change vs previous 13F +163,483 shares

    12.42% of the 13F portfolio, value $130,066,331.

    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 2,126,014 shares
    Change vs previous 13F +61,196 shares

    11.71% of the 13F portfolio, value $117,632,378.

    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 2,064,818 shares
    Change vs previous 13F +69,940 shares

    12.29% of the 13F portfolio, value $108,072,575.

    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 1,994,878 shares
    Change vs previous 13F +405,056 shares

    12.37% of the 13F portfolio, value $101,878,397.

    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 1,589,822 shares
    Change vs previous 13F +48,898 shares

    9.87% of the 13F portfolio, value $81,303,490.

    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 1,540,924 shares
    Change vs previous 13F not available

    10.04% of the 13F portfolio, value $81,453,259.

    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).