Legacy Wealth Management, LLC / MS: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Management, LLC / MS on RTX, newest first. How the timeline and the estimate are built.
Legacy Wealth Management, LLC / MS held 35,894 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 35,894 sharesChange vs previous 13F -237 shares
1.75% of the 13F portfolio, value $6,810,090.
13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,131 sharesChange vs previous 13F -493 shares
1.99% of the 13F portfolio, value $6,969,595.
13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,624 sharesChange vs previous 13F +5,184 shares
1.79% of the 13F portfolio, value $6,716,831.
13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,440 sharesChange vs previous 13F -5,016 shares
1.58% of the 13F portfolio, value $5,260,867.
13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,456 sharesChange vs previous 13F -1,761 shares
1.62% of the 13F portfolio, value $5,323,305.
13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 38,217 sharesChange vs previous 13F -1,123 shares
1.65% of the 13F portfolio, value $5,062,224.
13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 39,340 sharesChange vs previous 13F -2,165 shares
1.81% of the 13F portfolio, value $4,552,425.
13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 41,505 sharesChange vs previous 13F not available
1.85% of the 13F portfolio, value $5,028,746.
13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).