Octavia Wealth Advisors, LLC

SEC CIK: 0001841259
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer 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.

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

Shares (Q2 2026): 29,381
Value: $707.5K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PFE by Octavia Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29,381	$707.5K	0.1%	−9,686−24.8%	Reduced	Holders
Q1 2026	39,067	$1.10M	0.1%	−890−2.2%	Reduced	Holders
Q4 2025	39,957	$989.9K	0.1%	+2,312+6.1%	Added	Holders
Q3 2025	37,645	$959.2K	0.1%	+15,393+69.2%	Added	Holders
Q2 2025	22,252	$539.4K	0.1%	−3,532−13.7%	Reduced	Holders
Q1 2025	25,784	$653.4K	0.1%	+3,625+16.4%	Added	Holders
Q4 2024	22,159	$587.9K	0.1%	+7,319+49.3%	Added	Holders
Q3 2024	14,840	$429.5K	0.1%	−1,289−8.0%	Reduced	Holders
Q2 2024	16,129	$451.3K	0.1%	+868+5.7%	Added	Holders
Q1 2024	15,261	$423.5K	0.1%	−933−5.8%	Reduced	Holders
Q4 2023	16,194	$466.2K	0.1%	+162+1.0%	Added	Holders
Q3 2023	16,032	$531.8K	0.1%	+3,082+23.8%	Added	Holders
Q2 2023	12,950	$475.0K	0.1%	+1,951+17.7%	Added	Holders
Q1 2023	10,999	$448.8K	0.1%	+341+3.2%	Added	Holders
Q4 2022	10,658	$546.1K	0.1%	+1,423+15.4%	Added	Holders
Q3 2022	9,235	$404.0K	0.1%	+44+0.5%	Added	Holders
Q2 2022	9,191	$480.0K	0.1%	+2,158+30.7%	Added	Holders
Q1 2022	7,033	$364.0K	0.1%	−179−2.5%	Reduced	Holders
Q4 2021	7,212	$426.0K	0.1%	−1,328−15.6%	Reduced	Holders
Q3 2021	8,540	$367.0K	0.1%	+1,408+19.7%	Added	Holders
Q2 2021	7,132	$279.0K	0.1%	+364+5.4%	Added	Holders
Q1 2021	6,768	$245.0K	0.1%	–	–	Holders

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