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Livermore
Livermore
ZHEN

Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

ORCL holding history

Oracle 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.

ORCL overviewAll 13F holders of ORCLFull Q2 2026 holdings

Shares (Q2 2026)
2,071
Value
$303.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ORCL by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,071$303.6K<0.1%−556−21.2%ReducedHolders
Q1 20262,627$386.5K<0.1%−1,482−36.1%ReducedHolders
Q4 20254,109$793.1K0.1%−815−16.6%ReducedHolders
Q3 20254,924$1.38M0.1%+595+13.7%AddedHolders
Q2 20254,329$946.5K0.1%−1,765−29.0%ReducedHolders
Q1 20256,094$852.0K0.1%+93+1.5%AddedHolders
Q4 20246,001$1.00M0.1%+56+0.9%AddedHolders
Q3 20245,945$1.01M0.1%+76+1.3%AddedHolders
Q2 20245,869$828.7K0.1%+211+3.7%AddedHolders
Q1 20245,658$710.7K0.1%−207−3.5%ReducedHolders
Q4 20235,865$618.3K0.1%+118+2.1%AddedHolders
Q3 20235,747$608.7K0.1%+764+15.3%AddedHolders
Q2 20234,983$593.4K0.1%+593+13.5%AddedHolders
Q1 20234,390$407.9K0.1%+181+4.3%AddedHolders
Q4 20224,209$344.0K0.1%+11+0.3%AddedHolders
Q3 20224,198$256.0K0.1%−44−1.0%ReducedHolders
Q2 20224,242$295.0K0.1%00.0%UnchangedHolders
Q1 20224,242$351.0K0.1%−255−5.7%ReducedHolders
Q4 20214,497$392.0K0.1%+96+2.2%AddedHolders
Q3 20214,401$383.0K0.1%−11−0.2%ReducedHolders
Q2 20214,412$343.0K0.1%−503−10.2%ReducedHolders
Q1 20214,915$345.0K0.1%––Holders

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