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Compound Planning, Inc.: RTX position timeline

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

Compound Planning, Inc. held 39,678 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,678 shares
    Change vs previous 13F +8,065 shares

    0.2% of the 13F portfolio, value $7,528,182.

    13F-HR 0001978879-26-000005 filed by Compound Planning, 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 31,613 shares
    Change vs previous 13F +1,603 shares

    0.19% of the 13F portfolio, value $6,098,091.

    13F-HR 0001978879-26-000003 filed by Compound Planning, 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 30,010 shares
    Change vs previous 13F +9,667 shares

    0.16% of the 13F portfolio, value $5,503,732.

    13F-HR 0001172661-26-001315 filed by Compound Planning, 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 20,343 shares
    Change vs previous 13F +2,387 shares

    0.11% of the 13F portfolio, value $3,403,878.

    13F-HR 0001172661-25-004675 filed by Compound Planning, 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 17,956 shares
    Change vs previous 13F -22,738 shares

    0.1% of the 13F portfolio, value $2,621,848.

    13F-HR 0001172661-25-003416 filed by Compound Planning, 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 40,694 shares
    Change vs previous 13F +556 shares

    0.25% of the 13F portfolio, value $5,390,310.

    13F-HR 0001172661-25-001834 filed by Compound Planning, 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 40,138 shares
    Change vs previous 13F +364 shares

    0.23% of the 13F portfolio, value $4,644,782.

    13F-HR 0001214659-25-000858 filed by Compound Planning, 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 39,774 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,819,021.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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