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Waverly Advisors, LLC: RTX position timeline

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

Waverly Advisors, LLC held 58,406 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 58,406 shares
    Change vs previous 13F +1,531 shares

    0.06% of the 13F portfolio, value $11,081,407.

    13F-HR 0001398344-26-014582 filed by Waverly 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 56,875 shares
    Change vs previous 13F +6,117 shares

    0.08% of the 13F portfolio, value $10,971,230.

    13F-HR 0001398344-26-009223 filed by Waverly 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 50,758 shares
    Change vs previous 13F +6,800 shares

    0.08% of the 13F portfolio, value $9,309,139.

    13F-HR 0001398344-26-003224 filed by Waverly 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 43,958 shares
    Change vs previous 13F +868 shares

    0.07% of the 13F portfolio, value $7,355,467.

    13F-HR 0001398344-25-020944 filed by Waverly 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 43,090 shares
    Change vs previous 13F +471 shares

    0.07% of the 13F portfolio, value $6,291,934.

    13F-HR 0001398344-25-015429 filed by Waverly 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 42,619 shares
    Change vs previous 13F +2,976 shares

    0.07% of the 13F portfolio, value $5,645,311.

    13F-HR 0001398344-25-009517 filed by Waverly 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 39,643 shares
    Change vs previous 13F +13,318 shares

    0.07% of the 13F portfolio, value $4,587,513.

    13F-HR 0001398344-25-002762 filed by Waverly 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 26,325 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,189,588.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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