Octavia Wealth Advisors, LLC

Position in ABT — Abbott Laboratories

CIK 1841259 CINCINNATI, OH

Position in ABT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$243,092

-$58,244 QoQ

Shares Held

2,679

-8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,467

of 2,959 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $1,599,567 across 3 Medical Devices names. ABT ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EW	Edwards Lifesciences Corp	12,117	$1,096,103
2	SYK	Stryker Corp	827	$260,372
3	ABT	Abbott Laboratories This page	2,679	$243,092

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,092	2,679	-8.7%	Shares	Sole	2026-07-14
2026-03-31	$301,336	2,935	-5.8%	Shares	Sole	2026-04-10
2025-12-31	$390,278	3,115	+6.0%	Shares	Sole	2026-01-23
2025-09-30	$393,649	2,939	+0.9%	Shares	Sole	2025-10-28
2025-06-30	$396,333	2,914	-19.2%	Shares	Sole	2025-07-16
2025-03-31	$478,601	3,608	+0.1%	Shares	Sole	2025-04-14
2024-12-31	$407,874	3,606	-4.9%	Shares	Sole	2025-01-17
2024-09-30	$432,211	3,791	-0.8%	Shares	Sole	2024-10-10
2024-06-30	$397,144	3,822	+5.9%	Shares	Sole	2024-08-02
2024-03-31	$410,312	3,610	+2.6%	Shares	Sole	2024-04-15
2023-12-31	$387,446	3,520	+5.4%	Shares	Sole	2024-01-30
2023-09-30	$323,382	3,339	-0.7%	Shares	Sole	2023-10-30
2023-06-30	$366,634	3,363	+3.2%	Shares	Sole	2023-07-18
2023-03-31	$330,107	3,260	+6.7%	Shares	Sole	2023-04-20
2022-12-31	$335,298	3,054	-2.7%	Shares	Sole	2023-01-19
2022-09-30	$303,729	3,139	-3.6%	Shares	Sole	2022-10-17
2022-06-30	$353,873	3,257	+3.2%	Shares	Sole	2022-07-18
2022-03-31	$373,544	3,156	-1.6%	Shares	Sole	2022-04-20
2021-12-31	$451,353	3,207	-3.8%	Shares	Sole	2022-01-28
2021-09-30	$393,727	3,333	+24.0%	Shares	Sole	2021-11-12
2021-06-30	$311,503	2,687	-3.7%	Shares	Sole	2021-07-26
2021-03-31	$334,473	2,791	-1.2%	Shares	Sole	2021-05-10
2020-12-31	$309,309	2,825	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.