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Disclosery

Marcum Wealth, LLC: RTX position timeline

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

Marcum Wealth, LLC held 19,733 RTX shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 19,733 shares
    Change vs previous 13F +9,745 shares

    0.23% of the 13F portfolio, value $2,613,833.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 9,988 shares
    Change vs previous 13F +1,229 shares

    0.1% of the 13F portfolio, value $1,155,811.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 8,759 shares
    Change vs previous 13F -235 shares

    0.1% of the 13F portfolio, value $1,061,185.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 8,994 shares
    Change vs previous 13F -99 shares

    0.09% of the 13F portfolio, value $902,908.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 9,093 shares
    Change vs previous 13F +369 shares

    0.09% of the 13F portfolio, value $886,840.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 8,724 shares
    Change vs previous 13F -255 shares

    0.08% of the 13F portfolio, value $734,037.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 8,979 shares
    Change vs previous 13F -3,160 shares

    0.08% of the 13F portfolio, value $646,219.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 12,139 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,189,136.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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