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Xcel Wealth Management, LLC: RTX position timeline

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

Xcel Wealth Management, LLC held 7,766 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,766 shares
    Change vs previous 13F -2,335 shares

    0.35% of the 13F portfolio, value $1,473,534.

    13F-HR 0001705819-26-000046 filed by Xcel 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 10,101 shares
    Change vs previous 13F +316 shares

    0.54% of the 13F portfolio, value $1,948,457.

    13F-HR 0001705819-26-000027 filed by Xcel 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 9,785 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,794,632.

    13F-HR 0001705819-26-000013 filed by Xcel 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 9,785 shares
    Change vs previous 13F +458 shares

    0.43% of the 13F portfolio, value $1,637,285.

    13F-HR 0001705819-25-000071 filed by Xcel 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 9,327 shares
    Change vs previous 13F -278 shares

    0.39% of the 13F portfolio, value $1,361,946.

    13F-HR 0001705819-25-000046 filed by Xcel 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 9,605 shares
    Change vs previous 13F -13,425 shares

    0.4% of the 13F portfolio, value $1,272,278.

    13F-HR 0001705819-25-000027 filed by Xcel 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 23,030 shares
    Change vs previous 13F -515 shares

    0.74% of the 13F portfolio, value $2,665,032.

    13F-HR 0001705819-25-000018 filed by Xcel 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 23,545 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,852,712.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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