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Disclosery

HCR Wealth Advisors: RTX position timeline

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

HCR Wealth Advisors held 27,536 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,536 shares
    Change vs previous 13F +17,371 shares

    0.47% of the 13F portfolio, value $5,224,552.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 10,165 shares
    Change vs previous 13F +1,124 shares

    0.2% of the 13F portfolio, value $1,960,830.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 9,041 shares
    Change vs previous 13F +1,354 shares

    0.16% of the 13F portfolio, value $1,658,224.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 7,687 shares
    Change vs previous 13F +2,828 shares

    0.13% of the 13F portfolio, value $1,281,044.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 4,859 shares
    Change vs previous 13F +36 shares

    0.08% of the 13F portfolio, value $709,536.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 4,823 shares
    Change vs previous 13F -173 shares

    0.08% of the 13F portfolio, value $638,878.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 4,996 shares
    Change vs previous 13F -197 shares

    0.07% of the 13F portfolio, value $578,165.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 5,193 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $629,186.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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