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Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

RTX holding history

RTX Corp 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.

RTX overviewAll 13F holders of RTXFull Q2 2026 holdings

Shares (Q2 2026)
2,980
Value
$565.5K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of RTX by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,980$565.5K<0.1%−247−7.7%ReducedHolders
Q1 20263,227$622.5K0.1%+168+5.5%AddedHolders
Q4 20253,059$561.0K0.1%−741−19.5%ReducedHolders
Q3 20253,800$635.9K0.1%−98−2.5%ReducedHolders
Q2 20253,898$569.2K0.1%−80−2.0%ReducedHolders
Q1 20253,978$527.0K0.1%−429−9.7%ReducedHolders
Q4 20244,407$509.9K0.1%−70−1.6%ReducedHolders
Q3 20244,477$542.5K0.1%−99−2.2%ReducedHolders
Q2 20244,576$459.4K0.1%+308+7.2%AddedHolders
Q1 20244,268$416.3K0.1%+5+0.1%AddedHolders
Q4 20234,263$358.7K0.1%+143+3.5%AddedHolders
Q3 20234,120$296.5K0.1%+756+22.5%AddedHolders
Q2 20233,364$329.6K0.1%+21+0.6%AddedHolders
Q1 20233,343$327.4K0.1%−330−9.0%ReducedHolders
Q4 20223,673$370.7K0.1%+3,673NewHolders
Q3 20220$00.0%−4,081−100.0%Sold outHolders
Q2 20224,081$391.0K0.1%+14+0.3%AddedHolders
Q1 20224,067$403.0K0.1%−1,276−23.9%ReducedHolders
Q4 20215,343$460.0K0.1%+217+4.2%AddedHolders
Q3 20215,126$441.0K0.1%−256−4.8%ReducedHolders
Q2 20215,382$459.0K0.1%+259+5.1%AddedHolders
Q1 20215,123$396.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.