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Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

BTI holding history

British American Tobacco p.l.c. 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.

BTI overviewAll 13F holders of BTIFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of BTI by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−65,670−100.0%Sold outHolders
Q4 202365,670$1.97M0.3%−1,703−2.5%ReducedHolders
Q3 202367,373$2.16M0.4%+29,880+79.7%AddedHolders
Q2 202337,493$1.24M0.3%+4,886+15.0%AddedHolders
Q1 202332,607$1.17M0.3%+2,150+7.1%AddedHolders
Q4 202230,457$1.24M0.3%+544+1.8%AddedHolders
Q3 202229,913$1.08M0.3%−77−0.3%ReducedHolders
Q2 202229,990$1.29M0.3%−651−2.1%ReducedHolders
Q1 202230,641$1.31M0.3%−3,829−11.1%ReducedHolders
Q4 202134,470$1.31M0.3%+3,362+10.8%AddedHolders
Q3 202131,108$1.12M0.3%−3,025−8.9%ReducedHolders
Q2 202134,133$1.34M0.4%−38−0.1%ReducedHolders
Q1 202134,171$1.35M0.4%––Holders

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