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Disclosery

Heritage Wealth Advisors: RTX position timeline

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

Heritage Wealth Advisors held 312,800 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 312,800 shares
    Change vs previous 13F -7,292 shares

    2.04% of the 13F portfolio, value $59,347,482.

    13F-HR 0001591122-26-000008 filed by Heritage 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 320,092 shares
    Change vs previous 13F -131,289 shares

    2.41% of the 13F portfolio, value $61,745,805.

    13F-HR 0001591122-26-000003 filed by Heritage 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 451,381 shares
    Change vs previous 13F -15,743 shares

    3.16% of the 13F portfolio, value $82,783,246.

    13F-HR 0001591122-26-000002 filed by Heritage 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 467,124 shares
    Change vs previous 13F -6,182 shares

    3.42% of the 13F portfolio, value $78,163,865.

    13F-HR 0001591122-25-000010 filed by Heritage 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 473,306 shares
    Change vs previous 13F -2,320 shares

    3.28% of the 13F portfolio, value $69,112,148.

    13F-HR 0001591122-25-000007 filed by Heritage 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 475,626 shares
    Change vs previous 13F +5,550 shares

    3.19% of the 13F portfolio, value $63,001,445.

    13F-HR 0001591122-25-000004 filed by Heritage 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 470,076 shares
    Change vs previous 13F -7,437 shares

    2.7% of the 13F portfolio, value $54,397,163.

    13F-HR 0001591122-25-000002 filed by Heritage 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 477,513 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $57,855,417.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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