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ProVise Management Group, LLC: RTX position timeline

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

ProVise Management Group, LLC held 59,508 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,508 shares
    Change vs previous 13F -722 shares

    0.76% of the 13F portfolio, value $11,290,524.

    13F-HR 0001305707-26-000004 filed by ProVise Management 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 60,230 shares
    Change vs previous 13F -3,246 shares

    0.84% of the 13F portfolio, value $11,618,360.

    13F-HR 0001305707-26-000002 filed by ProVise Management 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 63,476 shares
    Change vs previous 13F +64 shares

    0.83% of the 13F portfolio, value $11,641,429.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 63,412 shares
    Change vs previous 13F +623 shares

    0.78% of the 13F portfolio, value $10,610,769.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 62,789 shares
    Change vs previous 13F +857 shares

    0.72% of the 13F portfolio, value $9,168,421.

    13F-HR 0001085146-25-004747 filed by ProVise Management 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 61,932 shares
    Change vs previous 13F +1,179 shares

    0.7% of the 13F portfolio, value $8,203,556.

    13F-HR 0001085146-25-002835 filed by ProVise Management 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 60,753 shares
    Change vs previous 13F -213 shares

    0.6% of the 13F portfolio, value $7,030,321.

    13F-HR 0001085146-25-000966 filed by ProVise Management 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 60,966 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $7,386,628.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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