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Livermore
Livermore
ZHEN

Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

BX holding history

Blackstone 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.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
4,259
Value
$501.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BX by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,259$501.1K<0.1%−466−9.9%ReducedHolders
Q1 20264,725$543.3K0.1%−112−2.3%ReducedHolders
Q4 20254,837$742.3K0.1%+23+0.5%AddedHolders
Q3 20254,814$822.5K0.1%−151−3.0%ReducedHolders
Q2 20254,965$742.6K0.1%+124+2.6%AddedHolders
Q1 20254,841$676.7K0.1%−72−1.5%ReducedHolders
Q4 20244,913$847.1K0.1%−952−16.2%ReducedHolders
Q3 20245,865$898.1K0.1%+10.0%AddedHolders
Q2 20245,864$725.9K0.1%+464+8.6%AddedHolders
Q1 20245,400$709.4K0.1%+20.0%AddedHolders
Q4 20235,398$706.6K0.1%+102+1.9%AddedHolders
Q3 20235,296$567.4K0.1%+20.0%AddedHolders
Q2 20235,294$492.2K0.1%−177−3.2%ReducedHolders
Q1 20235,471$480.6K0.1%+77+1.4%AddedHolders
Q4 20225,394$400.2K0.1%+169+3.2%AddedHolders
Q3 20225,225$437.0K0.1%+20.0%AddedHolders
Q2 20225,223$477.0K0.1%−111−2.1%ReducedHolders
Q1 20225,334$677.0K0.2%−129−2.4%ReducedHolders
Q4 20215,463$707.0K0.2%+39+0.7%AddedHolders
Q3 20215,424$631.0K0.2%−7−0.1%ReducedHolders
Q2 20215,431$528.0K0.1%+42+0.8%AddedHolders
Q1 20215,389$402.0K0.1%––Holders

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