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Naviter Wealth, LLC: RTX position timeline

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

Naviter Wealth, LLC held 22,799 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,799 shares
    Change vs previous 13F +4,933 shares

    0.39% of the 13F portfolio, value $4,325,560.

    13F-HR 0001951757-26-001175 filed by Naviter 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 ended2026-03-31
    13F 17,866 shares
    Change vs previous 13F -577 shares

    0.43% of the 13F portfolio, value $3,446,421.

    13F-HR 0001951757-26-000571 filed by Naviter 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 ended2025-12-31
    13F 18,443 shares
    Change vs previous 13F -3,062 shares

    0.44% of the 13F portfolio, value $3,382,527.

    13F-HR 0001951757-26-000260 filed by Naviter 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 ended2025-09-30
    13F 21,505 shares
    Change vs previous 13F +1,337 shares

    0.42% of the 13F portfolio, value $3,598,484.

    13F-HR 0001951757-25-001297 filed by Naviter 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 ended2025-06-30
    13F 20,168 shares
    Change vs previous 13F +347 shares

    0.36% of the 13F portfolio, value $2,944,955.

    13F-HR 0001951757-25-000971 filed by Naviter 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 ended2025-03-31
    13F 19,821 shares
    Change vs previous 13F +75 shares

    0.32% of the 13F portfolio, value $2,610,822.

    13F-HR 0001951757-25-000456 filed by Naviter 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 ended2024-12-31
    13F 19,746 shares
    Change vs previous 13F +553 shares

    0.28% of the 13F portfolio, value $2,285,007.

    13F-HR 0001951757-25-000201 filed by Naviter 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 ended2024-09-30
    13F 19,193 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,325,424.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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