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Disclosery

Smith Salley Wealth Management: RTX position timeline

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

Smith Salley Wealth Management held 214,007 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,007 shares
    Change vs previous 13F +18 shares

    1.76% of the 13F portfolio, value $40,603,607.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 213,989 shares
    Change vs previous 13F +5,673 shares

    2.08% of the 13F portfolio, value $41,278,535.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 208,316 shares
    Change vs previous 13F -18,859 shares

    1.89% of the 13F portfolio, value $38,205,089.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 227,175 shares
    Change vs previous 13F +9,835 shares

    1.96% of the 13F portfolio, value $38,013,168.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 217,340 shares
    Change vs previous 13F +7,625 shares

    1.84% of the 13F portfolio, value $31,736,053.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 209,715 shares
    Change vs previous 13F +13,830 shares

    1.82% of the 13F portfolio, value $27,778,847.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 195,885 shares
    Change vs previous 13F +3,675 shares

    1.46% of the 13F portfolio, value $22,667,833.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 192,210 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $23,288,131.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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