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Integrated Wealth Concepts LLC: RTX position timeline

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

Integrated Wealth Concepts LLC held 122,476 RTX shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 122,476 shares
    Change vs previous 13F +54,016 shares

    0.15% of the 13F portfolio, value $23,237,356.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 68,460 shares
    Change vs previous 13F +25,618 shares

    0.11% of the 13F portfolio, value $13,206,022.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    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 42,842 shares
    Change vs previous 13F -14,621 shares

    0.09% of the 13F portfolio, value $7,857,157.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    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 57,463 shares
    Change vs previous 13F +6,291 shares

    0.09% of the 13F portfolio, value $9,615,375.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    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 51,172 shares
    Change vs previous 13F -9,631 shares

    0.07% of the 13F portfolio, value $7,472,176.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    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 60,803 shares
    Change vs previous 13F +2,375 shares

    0.09% of the 13F portfolio, value $8,053,965.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    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 58,428 shares
    Change vs previous 13F +2,334 shares

    0.08% of the 13F portfolio, value $6,761,245.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    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 56,094 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,796,409.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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