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Portside Wealth Group, LLC: RTX position timeline

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

Portside Wealth Group, LLC held 24,991 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,991 shares
    Change vs previous 13F +1,937 shares

    0.55% of the 13F portfolio, value $4,741,545.

    13F-HR 0002085853-26-000726 filed by Portside Wealth 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 ended2026-03-31
    13F 23,054 shares
    Change vs previous 13F -1,409 shares

    0.6% of the 13F portfolio, value $4,447,178.

    13F-HR 0002085853-26-000585 filed by Portside Wealth 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 ended2025-12-31
    13F 24,463 shares
    Change vs previous 13F +113 shares

    0.61% of the 13F portfolio, value $4,486,500.

    13F-HR 0002085853-26-000060 filed by Portside Wealth 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 ended2025-09-30
    13F 24,350 shares
    Change vs previous 13F -1,433 shares

    0.57% of the 13F portfolio, value $4,074,567.

    13F-HR 0002085853-25-000232 filed by Portside Wealth 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 ended2025-06-30
    13F 25,783 shares
    Change vs previous 13F -4,803 shares

    0.56% of the 13F portfolio, value $3,764,850.

    13F-HR 0001667731-25-001085 filed by Portside Wealth 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 ended2025-03-31
    13F/A 30,586 shares
    Change vs previous 13F -9,342 shares

    0.66% of the 13F portfolio, value $4,051,361.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth 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 ended2024-12-31
    13F/A 39,928 shares
    Change vs previous 13F +57 shares

    0.77% of the 13F portfolio, value $4,620,421.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth 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 ended2024-09-30
    13F 39,871 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,830,717.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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