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Livermore
Livermore
ZHEN

Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Octavia Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
8,422
Value
$3.18M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of AVGO by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,422$3.18M0.3%−4,093−32.7%ReducedHolders
Q1 202612,515$3.87M0.4%−102−0.8%ReducedHolders
Q4 202512,617$4.37M0.4%+3,591+39.8%AddedHolders
Q3 20259,026$2.98M0.3%−125−1.4%ReducedHolders
Q2 20259,151$2.52M0.3%−42−0.5%ReducedHolders
Q1 20259,193$1.54M0.2%−395−4.1%ReducedHolders
Q4 20249,588$2.22M0.3%+78+0.8%AddedHolders
Q3 20249,510$1.64M0.2%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q2 2024952$1.53M0.2%+8+0.8%AddedHolders
Q1 2024944$1.25M0.2%−118−11.1%ReducedHolders
Q4 20231,062$1.19M0.2%+259+32.3%AddedHolders
Q3 2023803$666.6K0.1%+15+1.9%AddedHolders
Q2 2023788$683.3K0.1%−28−3.4%ReducedHolders
Q1 2023816$523.6K0.1%+44+5.7%AddedHolders
Q4 2022772$431.8K0.1%+3+0.4%AddedHolders
Q3 2022769$341.0K0.1%−11−1.4%ReducedHolders
Q2 2022780$380.0K0.1%−168−17.7%ReducedHolders
Q1 2022948$597.0K0.1%+84+9.7%AddedHolders
Q4 2021864$575.0K0.1%+29+3.5%AddedHolders
Q3 2021835$406.0K0.1%+30+3.7%AddedHolders
Q2 2021805$384.0K0.1%+371+85.5%AddedHolders
Q1 2021434$201.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.