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Disclosery

IBEX WEALTH ADVISORS: RTX position timeline

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

IBEX WEALTH ADVISORS held 2,847 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,847 shares
    Change vs previous 13F -32,164 shares

    0.04% of the 13F portfolio, value $540,074.

    13F-HR 0001686242-26-000003 filed by IBEX 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 35,011 shares
    Change vs previous 13F +4,003 shares

    0.63% of the 13F portfolio, value $6,753,543.

    13F-HR 0001686242-26-000002 filed by IBEX 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 31,008 shares
    Change vs previous 13F +628 shares

    0.56% of the 13F portfolio, value $5,686,833.

    13F-HR 0001686242-26-000001 filed by IBEX 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 30,380 shares
    Change vs previous 13F +2,646 shares

    0.49% of the 13F portfolio, value $5,083,461.

    13F-HR 0001686242-25-000007 filed by IBEX 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 27,734 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,049,725.

    13F-HR 0001686242-25-000004 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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