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Williams Jones Wealth Management, LLC.: RTX position timeline

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

Williams Jones Wealth Management, LLC. held 126,115 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,115 shares
    Change vs previous 13F -904 shares

    0.27% of the 13F portfolio, value $23,927,799.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, 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 127,019 shares
    Change vs previous 13F +862 shares

    0.3% of the 13F portfolio, value $24,501,965.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, 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 126,157 shares
    Change vs previous 13F +20,027 shares

    0.26% of the 13F portfolio, value $23,137,194.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, 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 106,130 shares
    Change vs previous 13F +2,289 shares

    0.2% of the 13F portfolio, value $17,758,733.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, 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 103,841 shares
    Change vs previous 13F +1,172 shares

    0.18% of the 13F portfolio, value $15,162,863.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, 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 102,669 shares
    Change vs previous 13F +4,654 shares

    0.17% of the 13F portfolio, value $13,599,536.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, 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 98,015 shares
    Change vs previous 13F +1,681 shares

    0.14% of the 13F portfolio, value $11,342,296.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, 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 96,334 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,671,827.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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