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Disclosery

Heritage Wealth Management, Inc.: RTX position timeline

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

Heritage Wealth Management, Inc. held 10,656 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,656 shares
    Change vs previous 13F -44 shares

    0.5% of the 13F portfolio, value $2,021,763.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
    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 10,700 shares
    Change vs previous 13F +10 shares

    1.02% of the 13F portfolio, value $2,064,030.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
    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 10,690 shares
    Change vs previous 13F -118 shares

    0.55% of the 13F portfolio, value $1,960,546.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
    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 10,808 shares
    Change vs previous 13F -64 shares

    0.53% of the 13F portfolio, value $1,808,503.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
    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 10,872 shares
    Change vs previous 13F -350 shares

    0.51% of the 13F portfolio, value $1,587,529.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
    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 11,222 shares
    Change vs previous 13F +86 shares

    0.51% of the 13F portfolio, value $1,486,466.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
    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 11,136 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,288,658.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    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 11,136 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,349,238.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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