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Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

RIO holding history

Rio Tinto PLC in every 13F filed by Octavia Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RIO overviewAll 13F holders of RIOFull Q2 2026 holdings

Shares (Q2 2026)
7,818
Value
$742.2K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of RIO by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,818$742.2K0.1%−699−8.2%ReducedHolders
Q1 20268,517$816.2K0.1%+186+2.2%AddedHolders
Q4 20258,331$666.7K0.1%+2,153+34.8%AddedHolders
Q3 20256,178$407.8K<0.1%+1,754+39.6%AddedHolders
Q2 20254,424$258.1K<0.1%−386−8.0%ReducedHolders
Q1 20254,810$299.8K<0.1%00.0%UnchangedHolders
Q4 20244,810$282.9K<0.1%+4,810NewHolders