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Cyndeo Wealth Partners, LLC: RTX position timeline

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

Cyndeo Wealth Partners, LLC held 61,396 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,396 shares
    Change vs previous 13F -17,544 shares

    0.55% of the 13F portfolio, value $11,648,666.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, LLC
    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 78,940 shares
    Change vs previous 13F +19,671 shares

    0.8% of the 13F portfolio, value $15,227,501.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, LLC
    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 59,269 shares
    Change vs previous 13F +1,477 shares

    0.59% of the 13F portfolio, value $10,869,865.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, LLC
    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 57,792 shares
    Change vs previous 13F +30,058 shares

    0.54% of the 13F portfolio, value $9,670,361.

    13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, LLC
    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 27,734 shares
    Change vs previous 13F +595 shares

    0.24% of the 13F portfolio, value $4,049,681.

    13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, LLC
    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 27,139 shares
    Change vs previous 13F -2,407 shares

    0.24% of the 13F portfolio, value $3,594,810.

    13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, LLC
    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 29,546 shares
    Change vs previous 13F +235 shares

    0.23% of the 13F portfolio, value $3,419,089.

    13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, LLC
    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 29,311 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,551,293.

    13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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