Valeo Financial Advisors, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on RTX, newest first. How the timeline and the estimate are built.
Valeo Financial Advisors, LLC held 51,133 RTX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 51,133 sharesChange vs previous 13F +212 shares
0.2% of the 13F portfolio, value $9,492,875.
13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 50,921 sharesChange vs previous 13F +2,110 shares
0.2% of the 13F portfolio, value $9,661,285.
13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 48,811 sharesChange vs previous 13F -8,108 shares
0.23% of the 13F portfolio, value $9,415,645.
13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 56,919 sharesChange vs previous 13F -2,568 shares
0.23% of the 13F portfolio, value $10,438,929.
13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,487 sharesChange vs previous 13F -4,706 shares
0.23% of the 13F portfolio, value $9,954,020.
13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 64,193 sharesChange vs previous 13F -21,890 shares
0.23% of the 13F portfolio, value $9,373,403.
13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 86,083 sharesChange vs previous 13F -1,250 shares
0.22% of the 13F portfolio, value $7,772,516.
13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 87,333 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $6,938,414.
13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).