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Spartan Planning & Wealth Management: RTX position timeline

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

Spartan Planning & Wealth Management held 1,961 RTX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,961 shares
    Change vs previous 13F -267 shares

    0.24% of the 13F portfolio, value $364,027.

    13F-HR 0001749283-26-000008 filed by Spartan Planning & Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,228 shares
    Change vs previous 13F -769 shares

    0.28% of the 13F portfolio, value $422,795.

    13F-HR 0001749283-26-000005 filed by Spartan Planning & 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 ended2026-03-31
    13F 2,997 shares
    Change vs previous 13F +287 shares

    0.43% of the 13F portfolio, value $578,181.

    13F-HR 0001749283-26-000004 filed by Spartan Planning & 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 ended2025-12-31
    13F 2,710 shares
    Change vs previous 13F +285 shares

    0.37% of the 13F portfolio, value $497,048.

    13F-HR 0001749283-26-000001 filed by Spartan Planning & 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 ended2025-09-30
    13F 2,425 shares
    Change vs previous 13F -169 shares

    0.32% of the 13F portfolio, value $405,797.

    13F-HR 0001749283-25-000008 filed by Spartan Planning & 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 ended2025-06-30
    13F 2,594 shares
    Change vs previous 13F +276 shares

    0.32% of the 13F portfolio, value $378,785.

    13F-HR 0001749283-25-000004 filed by Spartan Planning & 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 ended2025-03-31
    13F 2,318 shares
    Change vs previous 13F +381 shares

    0.3% of the 13F portfolio, value $307,042.

    13F-HR 0001749283-25-000003 filed by Spartan Planning & 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 ended2024-12-31
    13F 1,937 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $224,150.

    13F-HR 0001749283-25-000001 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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