JFS WEALTH ADVISORS, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JFS WEALTH ADVISORS, LLC on RTX, newest first. How the timeline and the estimate are built.
JFS WEALTH ADVISORS, LLC held 3,772 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,772 sharesChange vs previous 13F -130 shares
0.04% of the 13F portfolio, value $715,673.
13F-HR 0001568068-26-000003 filed by JFS WEALTH ADVISORS, 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 3,902 sharesChange vs previous 13F -163 shares
0.04% of the 13F portfolio, value $752,629.
13F-HR 0001568068-26-000002 filed by JFS WEALTH ADVISORS, 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 4,065 sharesChange vs previous 13F -326 shares
0.04% of the 13F portfolio, value $745,577.
13F-HR 0001568068-26-000001 filed by JFS WEALTH ADVISORS, 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 4,391 sharesChange vs previous 13F +1,201 shares
0.04% of the 13F portfolio, value $734,732.
13F-HR 0001568068-25-000006 filed by JFS WEALTH ADVISORS, 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 3,190 sharesChange vs previous 13F -236 shares
0.03% of the 13F portfolio, value $465,875.
13F-HR 0001568068-25-000003 filed by JFS WEALTH ADVISORS, 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 3,426 sharesChange vs previous 13F +292 shares
0.03% of the 13F portfolio, value $453,808.
13F-HR 0001568068-25-000002 filed by JFS WEALTH ADVISORS, 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 3,134 sharesChange vs previous 13F +39 shares
0.02% of the 13F portfolio, value $362,667.
13F-HR 0001568068-25-000001 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,095 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $374,991.
13F-HR 0001568068-24-000005 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).