AdviceOne Advisory Services, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AdviceOne Advisory Services, LLC on RTX, newest first. How the timeline and the estimate are built.
AdviceOne Advisory Services, LLC held 607,171 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 607,171 sharesChange vs previous 13F +29,221 shares
65.08% of the 13F portfolio, value $115,198,554.
13F-HR 0001951757-26-000981 filed by AdviceOne Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 577,950 sharesChange vs previous 13F -40,502 shares
67.47% of the 13F portfolio, value $111,486,547.
13F-HR 0001951757-26-000589 filed by AdviceOne Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 618,452 sharesChange vs previous 13F +55,437 shares
67.04% of the 13F portfolio, value $113,424,038.
13F-HR 0001951757-26-000034 filed by AdviceOne Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 563,015 sharesChange vs previous 13F +8,411 shares
62.63% of the 13F portfolio, value $94,209,377.
13F-HR 0001951757-25-001450 filed by AdviceOne Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 554,604 sharesChange vs previous 13F +4,549 shares
59.76% of the 13F portfolio, value $80,983,239.
13F-HR 0001951757-25-000951 filed by AdviceOne Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 550,055 sharesChange vs previous 13F +37,125 shares
59.49% of the 13F portfolio, value $72,860,259.
13F-HR 0001951757-25-000569 filed by AdviceOne Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 512,930 sharesChange vs previous 13F not available
52.67% of the 13F portfolio, value $59,356,302.
13F-HR 0001951757-25-000568 filed by AdviceOne Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).