KINGSWOOD WEALTH ADVISORS, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on RTX, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 34,452 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 34,452 sharesChange vs previous 13F +596 shares
0.26% of the 13F portfolio, value $6,536,556.
13F-HR 0001987855-26-000003 filed by KINGSWOOD 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 33,856 sharesChange vs previous 13F +87 shares
0.31% of the 13F portfolio, value $6,530,799.
13F-HR 0001987855-26-000002 filed by KINGSWOOD 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 33,769 sharesChange vs previous 13F +497 shares
0.3% of the 13F portfolio, value $6,193,249.
13F-HR 0001987855-26-000001 filed by KINGSWOOD 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 33,272 sharesChange vs previous 13F +768 shares
0.34% of the 13F portfolio, value $5,567,448.
13F-HR 0001987855-25-000008 filed by KINGSWOOD 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 32,504 sharesChange vs previous 13F -2,014 shares
0.37% of the 13F portfolio, value $4,746,297.
13F-HR 0001987855-25-000005 filed by KINGSWOOD 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/A 34,518 sharesChange vs previous 13F -4,121 shares
0.42% of the 13F portfolio, value $4,572,695.
13F-HR/A 0001987855-25-000007 filed by KINGSWOOD 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 38,639 sharesChange vs previous 13F -11,631 shares
0.34% of the 13F portfolio, value $4,471,361.
13F-HR 0001987855-25-000001 filed by KINGSWOOD 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 50,270 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $6,090,010.
13F-HR 0001987855-24-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).