Skip to content
Disclosery

Octavia Wealth Advisors, LLC: WMT position timeline

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

Octavia Wealth Advisors, LLC held 43,443 WMT 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 43,443 shares
    Change vs previous 13F -2,842 shares

    0.42% of the 13F portfolio, value $4,920,326.

    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 46,285 shares
    Change vs previous 13F -324 shares

    0.55% of the 13F portfolio, value $5,763,779.

    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 46,609 shares
    Change vs previous 13F -498 shares

    0.5% of the 13F portfolio, value $5,192,729.

    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 47,107 shares
    Change vs previous 13F +1,477 shares

    0.48% of the 13F portfolio, value $4,854,855.

    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 45,630 shares
    Change vs previous 13F -1,603 shares

    0.51% of the 13F portfolio, value $4,461,659.

    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 47,233 shares
    Change vs previous 13F -516 shares

    0.5% of the 13F portfolio, value $4,157,669.

    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 47,749 shares
    Change vs previous 13F -726 shares

    0.52% of the 13F portfolio, value $4,324,065.

    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 48,475 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,914,388.

    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).