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Polaris Wealth Advisory Group, LLC: RTX position timeline

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

Polaris Wealth Advisory Group, LLC held 189,944 RTX shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 189,944 shares
    Change vs previous 13F +119,504 shares

    1.04% of the 13F portfolio, value $13,670,264.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 70,440 shares
    Change vs previous 13F -7,303 shares

    0.52% of the 13F portfolio, value $6,900,295.

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 77,743 shares
    Change vs previous 13F -79,697 shares

    0.56% of the 13F portfolio, value $7,613,370.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 157,440 shares
    Change vs previous 13F -6,209 shares

    1.17% of the 13F portfolio, value $15,679,442.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 163,649 shares
    Change vs previous 13F +157,723 shares

    1.15% of the 13F portfolio, value $13,773,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 5,926 shares
    Change vs previous 13F -54 shares

    0.05% of the 13F portfolio, value $570,000.

    13F-HR 0001582968-22-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 5,980 shares
    Change vs previous 13F -199 shares

    0.04% of the 13F portfolio, value $604,000.

    13F-HR 0001104659-22-047179 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 6,179 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $532,000.

    13F-HR 0001104659-22-007802 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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