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Livermore
Livermore
ZHEN

Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

TSLA holding history

Tesla, 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.

TSLA overviewAll 13F holders of TSLAFull Q2 2026 holdings

Shares (Q2 2026)
6,974
Value
$2.93M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of TSLA by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,974$2.93M0.3%−507−6.8%ReducedHolders
Q1 20267,481$2.78M0.3%−403−5.1%ReducedHolders
Q4 20257,884$3.55M0.3%−1,048−11.7%ReducedHolders
Q3 20258,932$3.97M0.4%+1,362+18.0%AddedHolders
Q2 20257,570$2.40M0.3%−1,030−12.0%ReducedHolders
Q1 20258,600$2.23M0.3%+174+2.1%AddedHolders
Q4 20248,426$3.40M0.4%+15+0.2%AddedHolders
Q3 20248,411$2.20M0.3%+316+3.9%AddedHolders
Q2 20248,095$1.60M0.2%+973+13.7%AddedHolders
Q1 20247,122$1.25M0.2%+2,269+46.8%AddedHolders
Q4 20234,853$1.21M0.2%+304+6.7%AddedHolders
Q3 20234,549$1.14M0.2%−20.0%ReducedHolders
Q2 20234,551$1.19M0.2%−160−3.4%ReducedHolders
Q1 20234,711$977.3K0.2%+181+4.0%AddedHolders
Q4 20224,530$558.0K0.1%−366−7.5%ReducedHolders
Q3 20224,896$1.30M0.4%−381−7.2%ReducedConverted for a 3-for-1 splitHolders
Q2 20221,759$1.19M0.3%+594+51.0%AddedHolders
Q1 20221,165$1.25M0.3%−29−2.4%ReducedHolders
Q4 20211,194$1.26M0.3%+90+8.2%AddedHolders
Q3 20211,104$857.0K0.2%+167+17.8%AddedHolders
Q2 2021937$637.0K0.2%+78+9.1%AddedHolders
Q1 2021859$574.0K0.2%––Holders

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