Starboard Invt Tr shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Starboard Invt Tr
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Quarterly reported holdings in Starboard Invt Tr by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 848k | 30.70 |
| 2025-06-30 | $24M | 818k | 29.58 |
| 2025-03-31 | $21M | 842k | 24.47 |
| 2024-12-31 | $22M | 809k | 27.16 |
| 2024-09-30 | $23M | 788k | 28.85 |
| 2024-06-30 | $21M | 749k | 27.88 |
| 2024-03-31 | $19M | 734k | 25.63 |
| 2023-12-31 | $17M | 715k | 24.40 |
| 2023-09-30 | $16M | 718k | 22.67 |
| 2023-06-30 | $17M | 734k | 23.43 |
| 2023-03-31 | $16M | 715k | 21.79 |
| 2022-12-31 | $15M | 735k | 20.54 |
| 2022-09-30 | $14M | 736k | 19.18 |
| 2022-06-30 | $19M | 965k | 20.14 |
| 2022-03-31 | $23M | 949k | 23.86 |
| 2021-12-31 | $23M | 891k | 25.47 |
| 2021-09-30 | $20M | 771k | 25.71 |
| 2021-06-30 | $5.3M | 201k | 26.20 |