WealthPLAN Partners, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPLAN Partners, LLC on RTX, newest first. How the timeline and the estimate are built.
WealthPLAN Partners, LLC held 1,763 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,763 sharesChange vs previous 13F -276 shares
0.06% of the 13F portfolio, value $334,494.
13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 2,039 sharesChange vs previous 13F +7 shares
0.08% of the 13F portfolio, value $393,323.
13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 2,032 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $372,669.
13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 2,032 sharesChange vs previous 13F -269 shares
0.05% of the 13F portfolio, value $340,015.
13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 2,301 sharesChange vs previous 13F -434 shares
0.05% of the 13F portfolio, value $336,023.
13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 2,735 sharesChange vs previous 13F -2 shares
0.05% of the 13F portfolio, value $362,267.
13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, 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 2,737 sharesChange vs previous 13F +413 shares
0.04% of the 13F portfolio, value $316,800.
13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, 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 2,324 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $281,630.
13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).