Octavia Wealth Advisors, LLC
- SEC CIK
- 0001841259
- Latest filing
- Jul 14, 2026
ELV holding history
Elevance Health, 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.
ELV overviewAll 13F holders of ELVFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,360
- Value
- $912.7K
- % of portfolio
- 0.1%
- Quarters held
- 15
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,360 | $912.7K | 0.1% | −548−18.8% | Reduced | Holders |
| Q1 2026 | 2,908 | $851.3K | 0.1% | +706+32.1% | Added | Holders |
| Q4 2025 | 2,202 | $770.5K | 0.1% | +306+16.1% | Added | Holders |
| Q3 2025 | 1,896 | $612.8K | 0.1% | +927+95.7% | Added | Holders |
| Q2 2025 | 969 | $376.9K | <0.1% | −81−7.7% | Reduced | Holders |
| Q1 2025 | 1,050 | $456.7K | 0.1% | +1,050 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −676−100.0% | Sold out | Holders |
| Q3 2023 | 676 | $294.3K | 0.1% | +176+35.2% | Added | Holders |
| Q2 2023 | 500 | $222.1K | <0.1% | −73−12.7% | Reduced | Holders |
| Q1 2023 | 573 | $263.5K | 0.1% | −1−0.2% | Reduced | Holders |
| Q4 2022 | 574 | $294.4K | 0.1% | −12−2.0% | Reduced | Holders |
| Q3 2022 | 586 | $266.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 586 | $282.0K | 0.1% | +23+4.1% | Added | Holders |
| Q1 2022 | 563 | $277.0K | 0.1% | +5+0.9% | Added | Holders |
| Q4 2021 | 558 | $259.0K | 0.1% | −2−0.4% | Reduced | Holders |
| Q3 2021 | 560 | $209.0K | 0.1% | +560 | New | Holders |