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Lifeworks Advisors, LLC: RTX position timeline

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

Lifeworks Advisors, LLC held 41,628 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,628 shares
    Change vs previous 13F +14,039 shares

    0.83% of the 13F portfolio, value $7,898,075.

    13F-HR 0001951757-26-001262 filed by Lifeworks Advisors, 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 27,589 shares
    Change vs previous 13F +19,878 shares

    0.68% of the 13F portfolio, value $5,322,002.

    13F-HR 0001951757-26-000767 filed by Lifeworks Advisors, 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 7,711 shares
    Change vs previous 13F -1,259 shares

    0.18% of the 13F portfolio, value $1,414,171.

    13F-HR 0001951757-26-000453 filed by Lifeworks Advisors, 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 8,970 shares
    Change vs previous 13F +1,526 shares

    0.2% of the 13F portfolio, value $1,500,968.

    13F-HR 0001951757-25-001383 filed by Lifeworks Advisors, 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 7,444 shares
    Change vs previous 13F +4,263 shares

    0.16% of the 13F portfolio, value $1,086,963.

    13F-HR 0001951757-25-001025 filed by Lifeworks Advisors, 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 3,181 shares
    Change vs previous 13F +71 shares

    0.07% of the 13F portfolio, value $421,355.

    13F-HR 0001951757-25-000515 filed by Lifeworks Advisors, 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 3,110 shares
    Change vs previous 13F +152 shares

    0.06% of the 13F portfolio, value $359,841.

    13F-HR 0001951757-25-000200 filed by Lifeworks Advisors, 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 2,958 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $358,363.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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