HB Wealth Management, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on RTX, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 162,986 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 162,986 sharesChange vs previous 13F -880 shares
0.17% of the 13F portfolio, value $30,923,396.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 163,866 sharesChange vs previous 13F +3,189 shares
0.21% of the 13F portfolio, value $31,609,801.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 160,677 sharesChange vs previous 13F -3,549 shares
0.19% of the 13F portfolio, value $29,468,239.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 164,226 sharesChange vs previous 13F +7,858 shares
0.19% of the 13F portfolio, value $27,479,999.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 156,368 sharesChange vs previous 13F -7,075 shares
0.18% of the 13F portfolio, value $22,832,940.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 163,443 sharesChange vs previous 13F +19,638 shares
0.18% of the 13F portfolio, value $21,649,723.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 143,805 sharesChange vs previous 13F +2,155 shares
0.17% of the 13F portfolio, value $16,641,074.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 141,650 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $17,162,387.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).