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Disclosery

AE Wealth Management LLC: RTX position timeline

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

AE Wealth Management LLC held 243,204 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 243,204 shares
    Change vs previous 13F +9,322 shares

    0.22% of the 13F portfolio, value $46,143,912.

    13F-HR 0001697723-26-000007 filed by AE 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 ended2026-03-31
    13F 233,882 shares
    Change vs previous 13F +15,833 shares

    0.24% of the 13F portfolio, value $45,116,258.

    13F-HR 0001697723-26-000006 filed by AE 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 ended2025-12-31
    13F 218,049 shares
    Change vs previous 13F +106,505 shares

    0.23% of the 13F portfolio, value $39,991,159.

    13F-HR 0001697723-26-000001 filed by AE 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 ended2025-09-30
    13F 111,544 shares
    Change vs previous 13F -453 shares

    0.12% of the 13F portfolio, value $18,665,156.

    13F-HR 0001697723-25-000007 filed by AE 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 ended2025-06-30
    13F 111,997 shares
    Change vs previous 13F +11,140 shares

    0.12% of the 13F portfolio, value $16,353,680.

    13F-HR 0001697723-25-000004 filed by AE 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 ended2025-03-31
    13F 100,857 shares
    Change vs previous 13F +6,521 shares

    0.11% of the 13F portfolio, value $13,359,867.

    13F-HR 0001697723-25-000003 filed by AE 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 ended2024-12-31
    13F 94,336 shares
    Change vs previous 13F +10,880 shares

    0.09% of the 13F portfolio, value $10,916,549.

    13F-HR 0001697723-25-000001 filed by AE 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 ended2024-09-30
    13F 83,456 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,111,525.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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