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Avantax Planning Partners, Inc.: RTX position timeline

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

Avantax Planning Partners, Inc. held 9,364 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,364 shares
    Change vs previous 13F -1,033 shares

    0.04% of the 13F portfolio, value $1,776,691.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, 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 10,397 shares
    Change vs previous 13F +2,975 shares

    0.06% of the 13F portfolio, value $2,005,504.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, 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 7,422 shares
    Change vs previous 13F +746 shares

    0.04% of the 13F portfolio, value $1,361,280.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, 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 6,676 shares
    Change vs previous 13F -922 shares

    0.03% of the 13F portfolio, value $1,117,029.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, 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 7,598 shares
    Change vs previous 13F +29 shares

    0.04% of the 13F portfolio, value $1,109,427.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, 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 7,569 shares
    Change vs previous 13F +208 shares

    0.04% of the 13F portfolio, value $1,002,654.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, 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 7,361 shares
    Change vs previous 13F +576 shares

    0.03% of the 13F portfolio, value $851,855.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, 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 6,785 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $822,092.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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