Octavia Wealth Advisors, LLC

SEC CIK: 0001841259
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

MO holding history

Altria 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.

MO overview All 13F holders of MO Full Q2 2026 holdings

Shares (Q2 2026): 108,821
Value: $7.95M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of MO by Octavia Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	108,821	$7.95M	0.7%	−15,961−12.8%	Reduced	Holders
Q1 2026	124,782	$8.37M	0.8%	+1,595+1.3%	Added	Holders
Q4 2025	123,187	$7.23M	0.7%	+3,647+3.1%	Added	Holders
Q3 2025	119,540	$8.02M	0.8%	+17,543+17.2%	Added	Holders
Q2 2025	101,997	$6.08M	0.7%	−12,879−11.2%	Reduced	Holders
Q1 2025	114,876	$7.01M	0.9%	+10,253+9.8%	Added	Holders
Q4 2024	104,623	$5.58M	0.7%	+5,885+6.0%	Added	Holders
Q3 2024	98,738	$5.14M	0.6%	+5,165+5.5%	Added	Holders
Q2 2024	93,573	$4.35M	0.6%	+10,881+13.2%	Added	Holders
Q1 2024	82,692	$3.68M	0.5%	+44,825+118.4%	Added	Holders
Q4 2023	37,867	$1.57M	0.3%	+8,915+30.8%	Added	Holders
Q3 2023	28,952	$1.24M	0.3%	+1,333+4.8%	Added	Holders
Q2 2023	27,619	$1.28M	0.3%	−52−0.2%	Reduced	Holders
Q1 2023	27,671	$1.26M	0.3%	−10.0%	Reduced	Holders
Q4 2022	27,672	$1.29M	0.3%	−760−2.7%	Reduced	Holders
Q3 2022	28,432	$1.18M	0.3%	+413+1.5%	Added	Holders
Q2 2022	28,019	$1.20M	0.3%	−40−0.1%	Reduced	Holders
Q1 2022	28,059	$1.49M	0.3%	+429+1.6%	Added	Holders
Q4 2021	27,630	$1.33M	0.3%	−356−1.3%	Reduced	Holders
Q3 2021	27,986	$1.30M	0.3%	−2,182−7.2%	Reduced	Holders
Q2 2021	30,168	$1.46M	0.4%	+317+1.1%	Added	Holders
Q1 2021	29,851	$1.55M	0.5%	–	–	Holders

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