Position in RTX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$565,395
-$57,093 QoQ
Shares Held
2,980
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,259
of 3,392 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Octavia Wealth Advisors, LLC holds $2,325,026 across 5 Aerospace & Defense names. RTX ranks #2 (24.3% of the industry book) .
All Filings in RTX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,395 | 2,980 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $622,488 | 3,227 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $561,020 | 3,059 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $635,854 | 3,800 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $569,185 | 3,898 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $526,925 | 3,978 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $509,978 | 4,407 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $542,433 | 4,477 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $459,384 | 4,576 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $416,258 | 4,268 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $358,688 | 4,263 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $296,516 | 4,120 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $329,537 | 3,364 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $327,379 | 3,343 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $370,679 | 3,673 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $392,224 | 4,081 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $402,917 | 4,067 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $459,818 | 5,343 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $440,630 | 5,126 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $459,138 | 5,382 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $395,854 | 5,123 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $328,731 | 4,597 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||