PERSONAL CFO SOLUTIONS, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PERSONAL CFO SOLUTIONS, LLC on RTX, newest first. How the timeline and the estimate are built.
PERSONAL CFO SOLUTIONS, LLC held 15,525 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 15,525 sharesChange vs previous 13F -306 shares
0.43% of the 13F portfolio, value $2,945,570.
13F-HR 0001677501-26-000009 filed by PERSONAL CFO SOLUTIONS, 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 15,831 sharesChange vs previous 13F -251 shares
0.43% of the 13F portfolio, value $3,053,854.
13F-HR 0001677501-26-000005 filed by PERSONAL CFO SOLUTIONS, 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 16,082 sharesChange vs previous 13F -39 shares
0.47% of the 13F portfolio, value $2,949,351.
13F-HR 0001677501-26-000002 filed by PERSONAL CFO SOLUTIONS, 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 16,121 sharesChange vs previous 13F +55 shares
0.47% of the 13F portfolio, value $2,697,557.
13F-HR 0001677501-25-000013 filed by PERSONAL CFO SOLUTIONS, 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 16,066 sharesChange vs previous 13F -658 shares
0.43% of the 13F portfolio, value $2,345,997.
13F-HR 0001677501-25-000008 filed by PERSONAL CFO SOLUTIONS, 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 16,724 sharesChange vs previous 13F +248 shares
0.45% of the 13F portfolio, value $2,215,299.
13F-HR 0001677501-25-000006 filed by PERSONAL CFO SOLUTIONS, 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 16,476 sharesChange vs previous 13F -134 shares
0.38% of the 13F portfolio, value $1,906,587.
13F-HR 0001677501-25-000004 filed by PERSONAL CFO SOLUTIONS, 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 16,610 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $2,012,493.
13F-HR 0001677501-24-000006 filed by PERSONAL CFO SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).