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Disclosery

Simplicity Wealth,LLC: RTX position timeline

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

Simplicity Wealth,LLC held 93,099 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,099 shares
    Change vs previous 13F +72,496 shares

    0.6% of the 13F portfolio, value $17,663,662.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 20,603 shares
    Change vs previous 13F +436 shares

    0.23% of the 13F portfolio, value $3,974,225.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 20,167 shares
    Change vs previous 13F -3,932 shares

    0.22% of the 13F portfolio, value $3,698,535.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 24,099 shares
    Change vs previous 13F -8,568 shares

    0.23% of the 13F portfolio, value $4,032,415.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 32,667 shares
    Change vs previous 13F +13,088 shares

    0.2% of the 13F portfolio, value $4,769,890.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 19,579 shares
    Change vs previous 13F +15,956 shares

    0.2% of the 13F portfolio, value $2,593,456.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 3,623 shares
    Change vs previous 13F -8,265 shares

    0.09% of the 13F portfolio, value $419,254.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 11,888 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,440,348.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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