Octavia Wealth Advisors, LLC: VGSH position timeline

Octavia Wealth Advisors, LLC held 127,093 VGSH 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 127,093 shares

   Change vs previous 13F +35,884 shares

   0.64% of the 13F portfolio, value $7,396,826.

   13F-HR 0001951757-26-001006 filed by Octavia Wealth Advisors, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 91,209 shares

   Change vs previous 13F -72,365 shares

   0.51% of the 13F portfolio, value $5,339,377.

   13F-HR 0001951757-26-000570 filed by Octavia Wealth Advisors, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 163,574 shares

   Change vs previous 13F +11,109 shares

   0.92% of the 13F portfolio, value $9,606,702.

   13F-HR 0001951757-26-000282 filed by Octavia Wealth Advisors, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 152,465 shares

   Change vs previous 13F +10,648 shares

   0.89% of the 13F portfolio, value $8,972,565.

   13F-HR 0001951757-25-001222 filed by Octavia Wealth Advisors, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 141,817 shares

   Change vs previous 13F not available

   0.95% of the 13F portfolio, value $8,336,003.

   13F-HR 0001951757-25-000867 filed by Octavia Wealth Advisors, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).