Wallace Advisory Group, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wallace Advisory Group, LLC on RTX, newest first. How the timeline and the estimate are built.
Wallace Advisory Group, LLC held 1,977 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 1,977 sharesChange vs previous 13F +194 shares
0.35% of the 13F portfolio, value $375,097.
13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 1,783 sharesChange vs previous 13F -324 shares
0.37% of the 13F portfolio, value $343,941.
13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 2,107 sharesChange vs previous 13F -1,825 shares
0.41% of the 13F portfolio, value $386,424.
13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 3,932 sharesChange vs previous 13F -759 shares
0.46% of the 13F portfolio, value $574,151.
13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 4,691 sharesChange vs previous 13F -1,160 shares
0.45% of the 13F portfolio, value $621,370.
13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 5,851 sharesChange vs previous 13F -23 shares
0.47% of the 13F portfolio, value $677,078.
13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 5,874 sharesChange vs previous 13F -761 shares
0.49% of the 13F portfolio, value $711,694.
13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,635 sharesChange vs previous 13F not available
0.49% of the 13F portfolio, value $666,088.
13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).