Skip to main content

Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

O holding history

Realty Income 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.

O overviewAll 13F holders of OFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2024
Holdings of O by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,909−100.0%Sold outHolders
Q4 20253,909$217.9K<0.1%+56+1.5%AddedHolders
Q3 20253,853$234.2K<0.1%+3,853NewHolders
Q4 20240$00.0%−3,201−100.0%Sold outHolders
Q3 20243,201$203.0K<0.1%+3,201NewHolders