Octavia Wealth Advisors, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1841259
CINCINNATI, OH
Position in AIT
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$547,089
+$17,630 QoQ
Shares Held
2,062
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
All Filings in AIT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $547,089 | 2,062 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $529,459 | 2,062 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $538,285 | 2,062 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||