Octavia Wealth Advisors, LLC
- SEC CIK
- 0001841259
- Latest filing
- Jul 14, 2026
LYG holding history
Lloyds Banking Group plc 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.
LYG overviewAll 13F holders of LYGFull Q2 2026 holdings
- Shares (Q2 2026)
- 13,973
- Value
- $81.5K
- % of portfolio
- <0.1%
- Quarters held
- 19
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,973 | $81.5K | <0.1% | −505−3.5% | Reduced | Holders |
| Q1 2026 | 14,478 | $72.8K | <0.1% | −11,178−43.6% | Reduced | Holders |
| Q4 2025 | 25,656 | $136.0K | <0.1% | −486−1.9% | Reduced | Holders |
| Q3 2025 | 26,142 | $118.7K | <0.1% | +1,524+6.2% | Added | Holders |
| Q2 2025 | 24,618 | $104.6K | <0.1% | −96−0.4% | Reduced | Holders |
| Q1 2025 | 24,714 | $94.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 24,714 | $67.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 24,714 | $77.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 24,714 | $67.5K | <0.1% | +1,520+6.6% | Added | Holders |
| Q1 2024 | 23,194 | $60.1K | <0.1% | −1,520−6.2% | Reduced | Holders |
| Q4 2023 | 24,714 | $59.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 24,714 | $52.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 24,714 | $54.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 24,714 | $57.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 24,714 | $54.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 24,714 | $44.0K | <0.1% | +24,714 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −15,544−100.0% | Sold out | Holders |
| Q1 2022 | 15,544 | $37.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 15,544 | $40.0K | <0.1% | +5,063+48.3% | Added | Holders |
| Q3 2021 | 10,481 | $27.0K | <0.1% | +10,481 | New | Holders |