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AllGen Financial Advisors, Inc.: RTX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllGen Financial Advisors, Inc. on RTX, newest first. How the timeline and the estimate are built.

AllGen Financial Advisors, Inc. held 2,227 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,227 shares
    Change vs previous 13F -351 shares

    0.09% of the 13F portfolio, value $422,596.

    13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
    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 2,578 shares
    Change vs previous 13F -2,885 shares

    0.12% of the 13F portfolio, value $497,366.

    13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
    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 5,463 shares
    Change vs previous 13F -1,978 shares

    0.24% of the 13F portfolio, value $1,001,916.

    13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
    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 7,441 shares
    Change vs previous 13F -4,574 shares

    0.31% of the 13F portfolio, value $1,245,042.

    13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
    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 12,015 shares
    Change vs previous 13F -15,356 shares

    0.47% of the 13F portfolio, value $1,754,395.

    13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
    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 27,371 shares
    Change vs previous 13F -1,509 shares

    1.07% of the 13F portfolio, value $3,625,589.

    13F-HR 0001705819-25-000033 filed by AllGen Financial Advisors, Inc.
    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 28,880 shares
    Change vs previous 13F -675 shares

    1.12% of the 13F portfolio, value $3,341,956.

    13F-HR 0001705819-25-000022 filed by AllGen Financial Advisors, Inc.
    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 29,555 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,580,911.

    13F-HR 0001705819-24-000058 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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