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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

  1. period ended2026-06-30
    13F 15,255 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 15,105 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 15,105 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 15,105 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 669,263 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 14,947 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 14,947 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 14,947 shares
    Change 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), ingested

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