Octavia Wealth Advisors, LLC

Position in BA — Boeing Co

CIK 1841259 CINCINNATI, OH

Position in BA

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

Position Value

$241,147

-$8,237 QoQ

Shares Held

1,114

-11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,099

of 2,613 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $2,325,026 across 5 Aerospace & Defense names. BA ranks #5 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	2,452	$916,385
2	RTX	RTX Corp	2,980	$565,395
3	LMT	Lockheed Martin Corp	635	$323,507
4	NOC	Northrop Grumman Corp /De/	547	$278,592
5	BA	Boeing Co This page	1,114	$241,147

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,147	1,114	-11.1%	Shares	Sole	2026-07-14
2026-03-31	$249,384	1,253	+0.5%	Shares	Sole	2026-04-10
2025-12-31	$270,748	1,247	-31.7%	Shares	Sole	2026-01-23
2025-09-30	$394,105	1,826	+41.8%	Shares	Sole	2025-10-28
2025-06-30	$269,874	1,288	+1.5%	Shares	Sole	2025-07-16
2025-03-31	$216,427	1,269	-25.7%	Shares	Sole	2025-04-14
2024-12-31	$302,139	1,707	-56.2%	Shares	Sole	2025-01-17
2024-09-30	$592,803	3,899	-10.1%	Shares	Sole	2024-10-10
2024-06-30	$789,195	4,336	+3.6%	Shares	Sole	2024-08-02
2024-03-31	$807,663	4,185	-25.1%	Shares	Sole	2024-04-15
2023-12-31	$1,456,828	5,589	-3.8%	Shares	Sole	2024-01-30
2023-09-30	$1,113,277	5,808	+1.6%	Shares	Sole	2023-10-30
2023-06-30	$1,207,201	5,717	-3.1%	Shares	Sole	2023-07-18
2023-03-31	$1,253,337	5,900	-0.9%	Shares	Sole	2023-04-20
2022-12-31	$1,133,796	5,952	-4.6%	Shares	Sole	2023-01-19
2022-09-30	$755,418	6,239	+2.1%	Shares	Sole	2022-10-17
2022-06-30	$835,085	6,108	+8.0%	Shares	Sole	2022-07-18
2022-03-31	$1,082,741	5,654	+2.8%	Shares	Sole	2022-04-20
2021-12-31	$1,107,260	5,500	-5.4%	Shares	Sole	2022-01-28
2021-09-30	$1,278,731	5,814	-5.4%	Shares	Sole	2021-11-12
2021-06-30	$1,472,814	6,148	+0.5%	Shares	Sole	2021-07-26
2021-03-31	$1,557,612	6,115	-10.4%	Shares	Sole	2021-05-10
2020-12-31	$1,460,745	6,824	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.