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Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

GS holding history

Goldman Sachs Group 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.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
779
Value
$787.9K
% of portfolio
0.1%
Quarters held
20
Since Q2 2021
Holdings of GS by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026779$787.9K0.1%−2−0.3%ReducedHolders
Q1 2026781$660.7K0.1%−15−1.9%ReducedHolders
Q4 2025796$699.7K0.1%−38−4.6%ReducedHolders
Q3 2025834$664.2K0.1%+31+3.9%AddedHolders
Q2 2025803$568.3K0.1%−32−3.8%ReducedHolders
Q1 2025835$456.2K0.1%−11−1.3%ReducedHolders
Q4 2024846$484.4K0.1%−33−3.8%ReducedHolders
Q3 2024879$435.2K0.1%−9−1.0%ReducedHolders
Q2 2024888$401.7K0.1%−32−3.5%ReducedHolders
Q1 2024920$384.3K0.1%−52−5.3%ReducedHolders
Q4 2023972$375.0K0.1%−4−0.4%ReducedHolders
Q3 2023976$315.8K0.1%+114+13.2%AddedHolders
Q2 2023862$278.0K0.1%−25−2.8%ReducedHolders
Q1 2023887$290.1K0.1%+115+14.9%AddedHolders
Q4 2022772$265.1K0.1%+19+2.5%AddedHolders
Q3 2022753$221.0K0.1%+39+5.5%AddedHolders
Q2 2022714$211.0K0.1%−5−0.7%ReducedHolders
Q1 2022719$237.0K0.1%+63+9.6%AddedHolders
Q4 2021656$251.0K0.1%+656NewHolders
Q3 20210$00.0%−538−100.0%Sold outHolders
Q2 2021538$204.0K0.1%+538NewHolders