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Livermore
Livermore
ZHEN

Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

EW holding history

Edwards Lifesciences 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.

EW overviewAll 13F holders of EWFull Q2 2026 holdings

Shares (Q2 2026)
12,117
Value
$1.10M
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of EW by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,117$1.10M0.1%−53−0.4%ReducedHolders
Q1 202612,170$974.6K0.1%−61−0.5%ReducedHolders
Q4 202512,231$1.04M0.1%−121−1.0%ReducedHolders
Q3 202512,352$960.6K0.1%00.0%UnchangedHolders
Q2 202512,352$966.0K0.1%−71−0.6%ReducedHolders
Q1 202512,423$900.4K0.1%−12−0.1%ReducedHolders
Q4 202412,435$920.6K0.1%−17−0.1%ReducedHolders
Q3 202412,452$821.7K0.1%00.0%UnchangedHolders
Q2 202412,452$1.15M0.2%−89−0.7%ReducedHolders
Q1 202412,541$1.20M0.2%+106+0.9%AddedHolders
Q4 202312,435$948.2K0.2%−50−0.4%ReducedHolders
Q3 202312,485$865.0K0.2%+32+0.3%AddedHolders
Q2 202312,453$1.17M0.2%−274−2.2%ReducedHolders
Q1 202312,727$1.05M0.2%+430+3.5%AddedHolders
Q4 202212,297$917.5K0.2%00.0%UnchangedHolders
Q3 202212,297$1.02M0.3%−34−0.3%ReducedHolders
Q2 202212,331$1.17M0.3%−76−0.6%ReducedHolders
Q1 202212,407$1.46M0.3%+12,407NewHolders