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Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

BILL holding history

BILL Holdings, 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.

BILL overviewAll 13F holders of BILLFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of BILL by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−2,048−100.0%Sold outHolders
Q4 20222,048$223.2K0.1%−93−4.3%ReducedHolders
Q3 20222,141$283.0K0.1%00.0%UnchangedHolders
Q2 20222,141$235.0K0.1%−5−0.2%ReducedHolders
Q1 20222,146$487.0K0.1%−295−12.1%ReducedHolders
Q4 20212,441$608.0K0.1%+300+14.0%AddedHolders
Q3 20212,141$574.0K0.1%−50−2.3%ReducedHolders
Q2 20212,191$401.0K0.1%+365+20.0%AddedHolders
Q1 20211,826$266.0K0.1%––Holders

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