Navis Wealth Advisors, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Navis Wealth Advisors, LLC on RTX, newest first. How the timeline and the estimate are built.
Navis Wealth Advisors, LLC held 8,256 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 8,256 sharesChange vs previous 13F +5,410 shares
0.59% of the 13F portfolio, value $1,566,323.
13F-HR 0001951757-26-001266 filed by Navis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,846 sharesChange vs previous 13F -295 shares
0.28% of the 13F portfolio, value $549,074.
13F-HR 0001951757-26-000882 filed by Navis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,141 sharesChange vs previous 13F +32 shares
0.24% of the 13F portfolio, value $576,117.
13F-HR 0001951757-26-000437 filed by Navis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,109 sharesChange vs previous 13F +68 shares
0.39% of the 13F portfolio, value $520,275.
13F-HR 0001951757-25-001436 filed by Navis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,041 sharesChange vs previous 13F +311 shares
0.37% of the 13F portfolio, value $444,082.
13F-HR 0001951757-25-001085 filed by Navis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,730 sharesChange vs previous 13F 0 shares
0.36% of the 13F portfolio, value $361,648.
13F-HR 0001951757-25-000428 filed by Navis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,730 sharesChange vs previous 13F -3 shares
0.35% of the 13F portfolio, value $315,943.
13F-HR 0001951757-25-000085 filed by Navis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,733 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $331,159.
13F-HR 0001951757-24-001118 filed by Navis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).