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Balboa Wealth Partners: RTX position timeline

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

Balboa Wealth Partners held 9,585 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,585 shares
    Change vs previous 13F -112 shares

    0.25% of the 13F portfolio, value $1,818,551.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 9,697 shares
    Change vs previous 13F +690 shares

    0.31% of the 13F portfolio, value $1,870,611.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 9,007 shares
    Change vs previous 13F -207 shares

    0.27% of the 13F portfolio, value $1,651,800.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 9,214 shares
    Change vs previous 13F -1,036 shares

    0.27% of the 13F portfolio, value $1,541,816.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 10,250 shares
    Change vs previous 13F -434 shares

    0.3% of the 13F portfolio, value $1,496,772.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 10,684 shares
    Change vs previous 13F -172 shares

    0.34% of the 13F portfolio, value $1,415,264.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 10,856 shares
    Change vs previous 13F +64 shares

    0.29% of the 13F portfolio, value $1,256,228.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 10,792 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,307,555.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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