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EP Wealth Advisors, LLC: RTX position timeline

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

EP Wealth Advisors, LLC held 213,999 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,999 shares
    Change vs previous 13F +10,326 shares

    0.16% of the 13F portfolio, value $40,602,023.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 203,673 shares
    Change vs previous 13F -10,578 shares

    0.19% of the 13F portfolio, value $39,288,503.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 214,251 shares
    Change vs previous 13F -399,946 shares

    0.2% of the 13F portfolio, value $39,293,681.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 614,197 shares
    Change vs previous 13F +25,190 shares

    0.59% of the 13F portfolio, value $89,685,063.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 589,007 shares
    Change vs previous 13F +21,656 shares

    0.62% of the 13F portfolio, value $78,019,904.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 567,351 shares
    Change vs previous 13F +1,432 shares

    0.54% of the 13F portfolio, value $65,653,828.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 565,919 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $68,566,804.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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