Octavia Wealth Advisors, LLC

Business address
9999 Carver Road, Suite 130, Cincinnati, OH, 45242
Top securities (13F)
SPYV, SPYG, FBND, IEMG, AAPL, EFV, EFG, NVDA, GOOGL, IMTB, AGG, AGOX, JQUA, AMZN, IVOG, IVOV, SPSM, IEFA, MSFT, and VYM
State of incorporation
DE
Fiscal year end
31 December
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Octavia Wealth Advisors, LLC has filed 22 SEC EDGAR filings since 12 Feb 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-20709
13F-HR Open Document Open Filing 16 Jul 2025 30 Jun 2025 028-20709
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-20709
13F-HR Open Document Open Filing 14 Apr 2025 31 Mar 2025 028-20709
13F-HR Open Document Open Filing 17 Jan 2025 31 Dec 2024 028-20709
13F-HR Open Document Open Filing 10 Oct 2024 30 Sep 2024 028-20709
N-PX Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-20709
13F-HR Open Document Open Filing 02 Aug 2024 30 Jun 2024 028-20709
13F-HR Open Document Open Filing 15 Apr 2024 31 Mar 2024 028-20709
13F-HR Open Document Open Filing 30 Jan 2024 31 Dec 2023 028-20709
13F-HR Open Document Open Filing 30 Oct 2023 30 Sep 2023 028-20709
13F-HR Open Document Open Filing 18 Jul 2023 30 Jun 2023 028-20709
13F-HR Open Document Open Filing 20 Apr 2023 31 Mar 2023 028-20709
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-20709
13F-HR Open Document Open Filing 17 Oct 2022 30 Sep 2022 028-20709
13F-HR Open Document Open Filing 18 Jul 2022 30 Jun 2022 028-20709
13F-HR Open Document Open Filing 20 Apr 2022 31 Mar 2022 028-20709
13F-HR Open Document Open Filing 28 Jan 2022 31 Dec 2021 028-20709
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-20709
13F-HR Open Document Open Filing 26 Jul 2021 30 Jun 2021 028-20709
13F-HR Open Document Open Filing 10 May 2021 31 Mar 2021 028-20709
13F-HR Open Document Open Filing 12 Feb 2021 31 Dec 2020 028-20709