Waterford Advisors, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterford Advisors, LLC on RTX, newest first. How the timeline and the estimate are built.
Waterford Advisors, LLC held 15,255 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 15,255 sharesChange vs previous 13F +150 shares
0.79% of the 13F portfolio, value $2,894,331.
13F-HR 0001960657-26-000003 filed by Waterford 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 15,105 sharesChange vs previous 13F 0 shares
0.9% of the 13F portfolio, value $2,826,901.
13F-HR 0001960657-26-000002 filed by Waterford 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 15,105 sharesChange vs previous 13F 0 shares
1.08% of the 13F portfolio, value $2,770,257.
13F-HR 0001960657-26-000001 filed by Waterford 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 15,105 sharesChange vs previous 13F -654,158 shares
0.87% of the 13F portfolio, value $2,527,520.
13F-HR 0001960657-25-000007 filed by Waterford 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 669,263 sharesChange vs previous 13F +654,316 shares
0.88% of the 13F portfolio, value $2,182,561.
13F-HR 0001960657-25-000005 filed by Waterford 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 14,947 sharesChange vs previous 13F 0 shares
0.82% of the 13F portfolio, value $1,979,880.
13F-HR 0001960657-25-000002 filed by Waterford 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 14,947 sharesChange vs previous 13F 0 shares
0.88% of the 13F portfolio, value $1,729,667.
13F-HR 0001960657-25-000001 filed by Waterford Advisors, 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 14,947 sharesChange vs previous 13F not available
0.92% of the 13F portfolio, value $1,810,979.
13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).