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Octavia Wealth Advisors, LLC: USHY position timeline

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

Octavia Wealth Advisors, LLC held 286,513 USHY 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 286,513 shares
    Change vs previous 13F +23,749 shares

    0.92% of the 13F portfolio, value $10,606,716.

    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 262,764 shares
    Change vs previous 13F +163,144 shares

    0.93% of the 13F portfolio, value $9,680,214.

    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 99,620 shares
    Change vs previous 13F +6,563 shares

    0.36% of the 13F portfolio, value $3,725,297.

    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 93,057 shares
    Change vs previous 13F +5,579 shares

    0.35% of the 13F portfolio, value $3,515,709.

    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 87,478 shares
    Change vs previous 13F +1,270 shares

    0.37% of the 13F portfolio, value $3,281,284.

    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 86,208 shares
    Change vs previous 13F +17,906 shares

    0.39% of the 13F portfolio, value $3,173,322.

    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 68,302 shares
    Change vs previous 13F +4,314 shares

    0.3% of the 13F portfolio, value $2,512,821.

    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 63,988 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,409,154.

    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).