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Livermore
Livermore
ZHEN

Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

VZ holding history

Verizon Communications 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.

VZ overviewAll 13F holders of VZFull Q2 2026 holdings

Shares (Q2 2026)
26,857
Value
$1.14M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of VZ by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,857$1.14M0.1%−9,882−26.9%ReducedHolders
Q1 202636,739$1.84M0.2%−1,988−5.1%ReducedHolders
Q4 202538,727$1.58M0.2%−1,425−3.5%ReducedHolders
Q3 202540,152$1.76M0.2%+6,543+19.5%AddedHolders
Q2 202533,609$1.45M0.2%−6,208−15.6%ReducedHolders
Q1 202539,817$1.81M0.2%−2,746−6.5%ReducedHolders
Q4 202442,563$1.70M0.2%−2,734−6.0%ReducedHolders
Q3 202445,297$2.03M0.3%−9,374−17.1%ReducedHolders
Q2 202454,671$2.25M0.3%+2,318+4.4%AddedHolders
Q1 202452,353$2.20M0.3%−5,177−9.0%ReducedHolders
Q4 202357,530$2.17M0.4%+4,038+7.5%AddedHolders
Q3 202353,492$1.73M0.4%+2,911+5.8%AddedHolders
Q2 202350,581$1.88M0.4%+3,085+6.5%AddedHolders
Q1 202347,496$1.85M0.4%+2,787+6.2%AddedHolders
Q4 202244,709$1.76M0.4%−1,726−3.7%ReducedHolders
Q3 202246,435$1.76M0.5%−560−1.2%ReducedHolders
Q2 202246,995$2.38M0.6%−395−0.8%ReducedHolders
Q1 202247,390$2.41M0.5%+4,989+11.8%AddedHolders
Q4 202142,401$2.20M0.5%+3,383+8.7%AddedHolders
Q3 202139,018$2.11M0.5%+1,901+5.1%AddedHolders
Q2 202137,117$2.08M0.5%+198+0.5%AddedHolders
Q1 202136,919$2.15M0.6%––Holders

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