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Disclosery

Caldwell Trust Co: RTX position timeline

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

Caldwell Trust Co held 21,401 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 21,401 shares
    Change vs previous 13F +270 shares

    0.33% of the 13F portfolio, value $4,060,412.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 21,131 shares
    Change vs previous 13F -114 shares

    0.36% of the 13F portfolio, value $4,076,170.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 21,245 shares
    Change vs previous 13F -793 shares

    0.35% of the 13F portfolio, value $3,896,333.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 22,038 shares
    Change vs previous 13F -220 shares

    0.34% of the 13F portfolio, value $3,687,619.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 22,258 shares
    Change vs previous 13F +149 shares

    0.33% of the 13F portfolio, value $3,250,113.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 22,109 shares
    Change vs previous 13F -922 shares

    0.31% of the 13F portfolio, value $2,928,558.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 23,031 shares
    Change vs previous 13F -477 shares

    0.28% of the 13F portfolio, value $2,665,148.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 23,508 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,848,230.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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