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Disclosery

Holistic Financial Partners: RTX position timeline

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

Holistic Financial Partners held 5,579 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,579 shares
    Change vs previous 13F -1,095 shares

    0.65% of the 13F portfolio, value $1,058,504.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 6,674 shares
    Change vs previous 13F -378 shares

    0.48% of the 13F portfolio, value $1,287,415.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 7,052 shares
    Change vs previous 13F +107 shares

    0.47% of the 13F portfolio, value $1,293,337.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 6,945 shares
    Change vs previous 13F -11 shares

    0.48% of the 13F portfolio, value $1,162,107.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 6,956 shares
    Change vs previous 13F +142 shares

    0.44% of the 13F portfolio, value $1,015,716.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 6,814 shares
    Change vs previous 13F +1,249 shares

    0.43% of the 13F portfolio, value $902,583.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 5,565 shares
    Change vs previous 13F +8 shares

    0.32% of the 13F portfolio, value $643,982.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 5,557 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $673,287.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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