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Disclosery

Transform Wealth, LLC: RTX position timeline

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

Transform Wealth, LLC held 3,417 RTX shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,417 shares
    Change vs previous 13F -289 shares

    0.03% of the 13F portfolio, value $452,599.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 3,706 shares
    Change vs previous 13F -64 shares

    0.02% of the 13F portfolio, value $428,880.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 3,770 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $456,821.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 3,770 shares
    Change vs previous 13F -42 shares

    0.03% of the 13F portfolio, value $378,434.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 3,812 shares
    Change vs previous 13F -319 shares

    0.04% of the 13F portfolio, value $371,771.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 4,131 shares
    Change vs previous 13F -6,676 shares

    0.03% of the 13F portfolio, value $347,580.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 10,807 shares
    Change vs previous 13F -1,696 shares

    0.08% of the 13F portfolio, value $777,795.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 12,503 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,224,809.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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