Octavia Wealth Advisors, LLC

Position in EW — Edwards Lifesciences Corp

CIK 1841259 CINCINNATI, OH

Position in EW

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

Position Value

$1,096,103

+$121,530 QoQ

Shares Held

12,117

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#574

of 1,315 holders

Holding Since

Mar 2022

18 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. EW ranks #1 (68.5% of the industry book) .

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

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,096,103	12,117	-0.4%	Shares	Sole	2026-07-14
2026-03-31	$974,573	12,170	-0.5%	Shares	Sole	2026-04-10
2025-12-31	$1,042,692	12,231	-1.0%	Shares	Sole	2026-01-23
2025-09-30	$960,615	12,352	0.0%	Shares	Sole	2025-10-28
2025-06-30	$966,049	12,352	-0.6%	Shares	Sole	2025-07-16
2025-03-31	$900,419	12,423	-0.1%	Shares	Sole	2025-04-14
2024-12-31	$920,563	12,435	-0.1%	Shares	Sole	2025-01-17
2024-09-30	$821,707	12,452	0.0%	Shares	Sole	2024-10-10
2024-06-30	$1,150,191	12,452	-0.7%	Shares	Sole	2024-08-02
2024-03-31	$1,198,417	12,541	+0.9%	Shares	Sole	2024-04-15
2023-12-31	$948,168	12,435	-0.4%	Shares	Sole	2024-01-30
2023-09-30	$864,960	12,485	+0.3%	Shares	Sole	2023-10-30
2023-06-30	$1,174,691	12,453	-2.2%	Shares	Sole	2023-07-18
2023-03-31	$1,052,904	12,727	+3.5%	Shares	Sole	2023-04-20
2022-12-31	$917,479	12,297	0.0%	Shares	Sole	2023-01-19
2022-09-30	$1,016,101	12,297	-0.3%	Shares	Sole	2022-10-17
2022-06-30	$1,172,554	12,331	-0.6%	Shares	Sole	2022-07-18
2022-03-31	$1,460,552	12,407	—	Shares	Sole	2022-04-20
No filing history on record for this holder in this stock.