Octavia Wealth Advisors, LLC

SEC CIK: 0001841259
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

NAC holding history

Nuveen California Quality Municipal Income Fund 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.

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of NAC by Octavia Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−11,750−100.0%	Sold out	Holders
Q2 2023	11,750	$128.7K	<0.1%	+11,750	New	Holders
Q4 2022	0	$0	0.0%	−12,661−100.0%	Sold out	Holders
Q3 2022	12,661	$140.0K	<0.1%	+12,661	New	Holders