Octavia Wealth Advisors, LLC

SEC CIK: 0001841259
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp 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.

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 46,570
Value: $2.65M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Octavia Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	46,570	$2.65M	0.2%	−4,738−9.2%	Reduced	Holders
Q1 2026	51,308	$2.50M	0.2%	−652−1.3%	Reduced	Holders
Q4 2025	51,960	$2.86M	0.3%	+239+0.5%	Added	Holders
Q3 2025	51,721	$2.67M	0.3%	−600−1.1%	Reduced	Holders
Q2 2025	52,321	$2.48M	0.3%	−2,106−3.9%	Reduced	Holders
Q1 2025	54,427	$2.27M	0.3%	+1,146+2.2%	Added	Holders
Q4 2024	53,281	$2.34M	0.3%	−325−0.6%	Reduced	Holders
Q3 2024	53,606	$2.13M	0.3%	−1,642−3.0%	Reduced	Holders
Q2 2024	55,248	$2.20M	0.3%	−74−0.1%	Reduced	Holders
Q1 2024	55,322	$2.10M	0.3%	+1,696+3.2%	Added	Holders
Q4 2023	53,626	$1.81M	0.3%	+851+1.6%	Added	Holders
Q3 2023	52,775	$1.44M	0.3%	+5,651+12.0%	Added	Holders
Q2 2023	47,124	$1.35M	0.3%	+2,511+5.6%	Added	Holders
Q1 2023	44,613	$1.28M	0.3%	+4,396+10.9%	Added	Holders
Q4 2022	40,217	$1.33M	0.3%	+171+0.4%	Added	Holders
Q3 2022	40,046	$1.21M	0.3%	+815+2.1%	Added	Holders
Q2 2022	39,231	$1.22M	0.3%	+944+2.5%	Added	Holders
Q1 2022	38,287	$1.58M	0.4%	−966−2.5%	Reduced	Holders
Q4 2021	39,253	$1.75M	0.4%	+800+2.1%	Added	Holders
Q3 2021	38,453	$1.63M	0.4%	+869+2.3%	Added	Holders
Q2 2021	37,584	$1.55M	0.4%	−1,075−2.8%	Reduced	Holders
Q1 2021	38,659	$1.50M	0.4%	–	–	Holders

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