Holos Integrated Wealth LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holos Integrated Wealth LLC on RTX, newest first. How the timeline and the estimate are built.
Holos Integrated Wealth LLC held 1,094 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 1,094 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $219,730.
13F-HR 0001437749-26-023590 filed by Holos Integrated Wealth 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 1,094 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $216,524.
13F-HR 0001437749-26-011783 filed by Holos Integrated Wealth 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 1,094 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $204,852.
13F-HR 0001437749-26-000265 filed by Holos Integrated Wealth 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 1,094 sharesChange vs previous 13F -68 shares
0.1% of the 13F portfolio, value $172,524.
13F-HR 0001437749-26-000274 filed by Holos Integrated Wealth 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 1,162 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $179,947.
13F-HR 0001437749-25-026425 filed by Holos Integrated Wealth 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 1,162 sharesChange vs previous 13F -45 shares
0.1% of the 13F portfolio, value $153,919.
13F-HR 0001437749-25-025661 filed by Holos Integrated Wealth 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 1,207 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $139,674.
13F-HR 0001437749-25-025660 filed by Holos Integrated Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).