Principle Wealth Partners LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on RTX, newest first. How the timeline and the estimate are built.
Principle Wealth Partners LLC held 111,340 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 111,340 sharesChange vs previous 13F -6,627 shares
1.04% of the 13F portfolio, value $21,124,576.
13F-HR 0001951757-26-001184 filed by Principle 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 117,967 sharesChange vs previous 13F -714 shares
1.3% of the 13F portfolio, value $22,755,860.
13F-HR 0001951757-26-000791 filed by Principle 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 118,681 sharesChange vs previous 13F -2,786 shares
1.23% of the 13F portfolio, value $21,766,030.
13F-HR 0001951757-26-000397 filed by Principle 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 121,467 sharesChange vs previous 13F -361 shares
1.18% of the 13F portfolio, value $20,325,112.
13F-HR 0001951757-25-001250 filed by Principle 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 121,828 sharesChange vs previous 13F -479 shares
1.11% of the 13F portfolio, value $17,789,255.
13F-HR 0001951757-25-001006 filed by Principle 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 122,307 sharesChange vs previous 13F -789 shares
1.16% of the 13F portfolio, value $16,200,839.
13F-HR 0001951757-25-000521 filed by Principle 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 123,096 sharesChange vs previous 13F -664 shares
1% of the 13F portfolio, value $14,244,707.
13F-HR 0001951757-25-000146 filed by Principle 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 123,760 sharesChange vs previous 13F not available
1.06% of the 13F portfolio, value $14,994,772.
13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).