Octavia Wealth Advisors, LLC
- SEC CIK
- 0001841259
- Latest filing
- Jul 14, 2026
USA holding history
Liberty All Star Equity 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.
USA overviewAll 13F holders of USAFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −15,000−100.0% | Sold out | Holders |
| Q3 2025 | 15,000 | $95.1K | <0.1% | +15,000 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −15,000−100.0% | Sold out | Holders |
| Q1 2025 | 15,000 | $98.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 15,000 | $107.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 15,000 | $106.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 15,000 | $102.0K | <0.1% | +15,000 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −15,000−100.0% | Sold out | Holders |
| Q4 2023 | 15,000 | $98.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 15,000 | $88.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 15,000 | $97.0K | <0.1% | +15,000 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −15,000−100.0% | Sold out | Holders |
| Q4 2022 | 15,000 | $87.8K | <0.1% | +15,000 | New | Holders |