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Disclosery

Lee Financial Co: RTX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee Financial Co on RTX, newest first. How the timeline and the estimate are built.

Lee Financial Co held 8,137 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,137 shares
    Change vs previous 13F -1,827 shares

    0.2% of the 13F portfolio, value $1,543,834.

    13F-HR 0001172661-26-002746 filed by Lee Financial Co
    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 9,964 shares
    Change vs previous 13F -84 shares

    0.27% of the 13F portfolio, value $1,922,056.

    13F-HR 0001172661-26-001475 filed by Lee Financial Co
    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 10,048 shares
    Change vs previous 13F -2,319 shares

    0.25% of the 13F portfolio, value $1,842,804.

    13F-HR 0001172661-26-000266 filed by Lee Financial Co
    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 12,367 shares
    Change vs previous 13F +1,047 shares

    0.26% of the 13F portfolio, value $2,069,371.

    13F-HR 0001172661-25-004563 filed by Lee Financial Co
    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 11,320 shares
    Change vs previous 13F +3,076 shares

    0.24% of the 13F portfolio, value $1,652,948.

    13F-HR 0001172661-25-002696 filed by Lee Financial Co
    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 8,244 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,092,002.

    13F-HR 0001172661-25-001751 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

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