Skip to content
Disclosery

Octavia Wealth Advisors, LLC: VTI position timeline

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

Octavia Wealth Advisors, LLC held 6,425 VTI 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 6,425 shares
    Change vs previous 13F -1,139 shares

    0.21% of the 13F portfolio, value $2,377,562.

    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 7,564 shares
    Change vs previous 13F +303 shares

    0.23% of the 13F portfolio, value $2,426,572.

    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 7,261 shares
    Change vs previous 13F -2,241 shares

    0.23% of the 13F portfolio, value $2,434,404.

    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 9,502 shares
    Change vs previous 13F +3,254 shares

    0.31% of the 13F portfolio, value $3,127,054.

    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 6,248 shares
    Change vs previous 13F -1,143 shares

    0.22% of the 13F portfolio, value $1,904,614.

    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 7,391 shares
    Change vs previous 13F +88 shares

    0.25% of the 13F portfolio, value $2,031,294.

    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 7,303 shares
    Change vs previous 13F -795 shares

    0.26% of the 13F portfolio, value $2,116,345.

    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 8,098 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,299,943.

    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).