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Disclosery

9258 Wealth Management, LLC: RTX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on RTX, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 12,581 RTX shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 12,581 shares
    Change vs previous 13F -390 shares

    0.23% of the 13F portfolio, value $1,524,372.

    13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 12,971 shares
    Change vs previous 13F -2 shares

    0.2% of the 13F portfolio, value $1,302,195.

    13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 12,973 shares
    Change vs previous 13F +1,481 shares

    0.2% of the 13F portfolio, value $1,265,266.

    13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F/A 11,492 shares
    Change vs previous 13F +29 shares

    0.17% of the 13F portfolio, value $966,918.

    13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 11,463 shares
    Change vs previous 13F -37 shares

    0.16% of the 13F portfolio, value $825,010.

    13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 11,500 shares
    Change vs previous 13F +86 shares

    0.21% of the 13F portfolio, value $1,126,517.

    13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 11,414 shares
    Change vs previous 13F -133 shares

    0.23% of the 13F portfolio, value $1,117,725.

    13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 11,547 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,165,358.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).