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J.W. COLE ADVISORS, INC.: RTX position timeline

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

J.W. COLE ADVISORS, INC. held 70,249 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,249 shares
    Change vs previous 13F -4,241 shares

    0.23% of the 13F portfolio, value $13,328,352.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, 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 74,490 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $14,369,025.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, 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 74,490 shares
    Change vs previous 13F -6,770 shares

    0.32% of the 13F portfolio, value $13,230,644.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, 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 81,260 shares
    Change vs previous 13F +96 shares

    0.26% of the 13F portfolio, value $13,597,286.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, 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 81,164 shares
    Change vs previous 13F +9,915 shares

    0.25% of the 13F portfolio, value $11,851,560.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, 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 71,249 shares
    Change vs previous 13F +32,802 shares

    0.29% of the 13F portfolio, value $9,437,602.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, 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 38,447 shares
    Change vs previous 13F +1,826 shares

    0.18% of the 13F portfolio, value $4,449,104.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, 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 36,621 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,437,015.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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