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JGP Wealth Management, LLC: RTX position timeline

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

JGP Wealth Management, LLC held 82,053 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,053 shares
    Change vs previous 13F +2,933 shares

    1.4% of the 13F portfolio, value $15,567,953.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
    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 79,120 shares
    Change vs previous 13F -8,840 shares

    1.59% of the 13F portfolio, value $15,262,173.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, 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 87,960 shares
    Change vs previous 13F -963 shares

    1.68% of the 13F portfolio, value $16,131,800.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, 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 88,923 shares
    Change vs previous 13F +23 shares

    1.64% of the 13F portfolio, value $14,817,256.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, 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 88,900 shares
    Change vs previous 13F -324 shares

    1.57% of the 13F portfolio, value $12,981,114.

    13F-HR 0001085146-25-004190 filed by JGP Wealth Management, 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 89,224 shares
    Change vs previous 13F -5,117 shares

    1.56% of the 13F portfolio, value $11,818,641.

    13F-HR 0001085146-25-001945 filed by JGP Wealth Management, 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 94,341 shares
    Change vs previous 13F +508 shares

    1.41% of the 13F portfolio, value $10,917,147.

    13F-HR 0001085146-25-000202 filed by JGP Wealth Management, 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 93,833 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $11,368,866.

    13F-HR 0001085146-24-004751 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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