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Disclosery

Whalen Wealth Management Inc.: RTX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whalen Wealth Management Inc. on RTX, newest first. How the timeline and the estimate are built.

Whalen Wealth Management Inc. held 13,086 RTX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,086 shares
    Change vs previous 13F +1,188 shares

    1.04% of the 13F portfolio, value $2,429,416.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,898 shares
    Change vs previous 13F +7,459 shares

    1.02% of the 13F portfolio, value $2,257,408.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,439 shares
    Change vs previous 13F -1,844 shares

    0.46% of the 13F portfolio, value $856,283.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,283 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,152,302.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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