Performance Wealth Partners, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Performance Wealth Partners, LLC on RTX, newest first. How the timeline and the estimate are built.
Performance Wealth Partners, LLC held 2,720 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,720 sharesChange vs previous 13F -465 shares
0.01% of the 13F portfolio, value $516,066.
13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 3,185 sharesChange vs previous 13F -259 shares
0.02% of the 13F portfolio, value $614,386.
13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 3,444 sharesChange vs previous 13F +79 shares
0.02% of the 13F portfolio, value $631,630.
13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 3,365 sharesChange vs previous 13F +10 shares
0.02% of the 13F portfolio, value $563,065.
13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 3,355 sharesChange vs previous 13F -12 shares
0.02% of the 13F portfolio, value $489,897.
13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 3,367 sharesChange vs previous 13F -99 shares
0.02% of the 13F portfolio, value $445,993.
13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 3,466 sharesChange vs previous 13F +54 shares
0.01% of the 13F portfolio, value $401,086.
13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 3,412 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $413,398.
13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).