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Modern Wealth Management, LLC: RTX position timeline

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

Modern Wealth Management, LLC held 58,476 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 58,476 shares
    Change vs previous 13F +10,784 shares

    0.13% of the 13F portfolio, value $11,094,469.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 47,692 shares
    Change vs previous 13F +345 shares

    0.16% of the 13F portfolio, value $9,286,618.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 47,347 shares
    Change vs previous 13F +1,211 shares

    0.16% of the 13F portfolio, value $8,683,271.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 46,136 shares
    Change vs previous 13F +391 shares

    0.15% of the 13F portfolio, value $7,720,053.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 45,745 shares
    Change vs previous 13F +2,367 shares

    0.17% of the 13F portfolio, value $6,679,606.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 43,378 shares
    Change vs previous 13F +1,966 shares

    0.18% of the 13F portfolio, value $5,745,892.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, 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/A 41,412 shares
    Change vs previous 13F +34,640 shares

    0.18% of the 13F portfolio, value $4,792,289.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, 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/A 6,772 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $820,542.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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